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Sofi Select 500 Etf shares owned by Bawa N Mallick Trust

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Bawa N Mallick Trust from 13F filings

Historical chart of Bawa N Mallick Trust investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Bawa N Mallick Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $875k 6.6k 132.16
2025-09-30 $855k 6.6k 129.19
2025-06-30 $782k 6.6k 118.13
2025-03-31 $675k 6.6k 101.92
2024-12-31 $721k 6.6k 108.84

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
LPL Financial
Citadel Advisors
Gts Securities
Royal Bank of Canada
Teamwork Financial Advisors
Nova Wealth Management
Susquehanna International
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Toroso Investments
Centric Wealth Management
Concurrent Investment Advisors

View all funds holding Sofi Select 500 Etf