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SFYSFY
7 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SOFI SELECT 500 ETF

OSAIC HOLDINGS, INC. holds 434 shares of SFY (SOFI SELECT 500 ETF), worth $64,606 as of 2026-Q2. The position was increased (+6.9% shares). SFY represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$64,606

Current Shares

434

Total Value Change

-$473,258

Total Shares Change

-4,508

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
434
+6.9%
$64,6060.0%$148.87
22
2026-Q1
Increased
406
+52.6%
$50,6760.0%$130.22
29
2025-Q4
Increased
266
+66.3%
$35,1520.0%$133.30
29
2025-Q3
Decreased
160
-3.6%
$20,0050.0%$127.83
0
2025-Q2
Decreased
166
-8.3%
$18,7980.0%$116.88
0
2025-Q1
Decreased
181
-96.3%
$18,4480.0%$100.71
0
2024-Q4
New
4,942
-
$537,8640.0%$108.43
34

Other major holders of SFY: GOLDMAN SACHS GROUP INC, LPL Financial LLC, CITADEL ADVISORS LLC

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