AWM
SAFE

Abound Wealth Management’s Safehold SAFE Stock Holding History

Abound Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157 Hold
10
– – ﹤0.01% 1171
2026
Q1 		$136 Buy
+10
New +$148 ﹤0.01% 1344
2023
Q4 		– Sell
-34
Closed -$606 – 1391
2023
Q3 		$606 Buy
+34
New +$735 ﹤0.01% 771

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abound Wealth Management's SAFE Position: Q2 2026 in Review

Abound Wealth Management held its Safehold (SAFE) position steady in Q2 2026 at 10 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Abound Wealth Management first reported a position in SAFE in Q3 2023 and has held it in 3 quarters since. The position peaked at $606 in Q3 2023. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Abound Wealth Management held 10 shares of Safehold worth $157 as of Q2 2026.
  • Abound Wealth Management left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1171 holding.
  • Abound Wealth Management first reported a position in Safehold in Q3 2023 and has held it in 3 quarters since.
  • Abound Wealth Management's Safehold position peaked at $606 in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.