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Allworth Financial’s Safety Insurance SAFT Stock Holding History

Allworth Financial’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44K Buy
588
+95
+19% +$6.93K ﹤0.01% 2605
2026
Q1 		$35.8K Buy
493
+105
+27% +$7.98K ﹤0.01% 2575
2025
Q4 		$30.2K Buy
388
+166
+75% +$12.3K ﹤0.01% 2532
2025
Q3 		$15.7K Buy
222
+117
+111% +$8.5K ﹤0.01% 2850
2025
Q2 		$8.34K Buy
105
+54
+106% +$4.26K ﹤0.01% 2983
2025
Q1 		$3.95K Buy
51
+43
+538% +$3.36K ﹤0.01% 2884
2024
Q4 		$617 Hold
8
– – ﹤0.01% 3550
2024
Q3 		$655 Hold
8
– – ﹤0.01% 3354
2024
Q2 		$668 Hold
8
– – ﹤0.01% 3289
2024
Q1 		$658 Hold
8
– – ﹤0.01% 3208
2023
Q4 		$608 Sell
8
-8
-50% -$604 ﹤0.01% 3088
2023
Q3 		$1.09K Buy
+16
New +$1.11K ﹤0.01% 2815

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's SAFT Position: Q2 2026 in Review

Allworth Financial increased its Safety Insurance (SAFT) stake by 19% in Q2 2026, buying an estimated $6.93K and bringing the position to 588 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Allworth Financial first reported a position in SAFT in Q3 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Allworth Financial held 588 shares of Safety Insurance worth $44K as of Q2 2026.
  • Allworth Financial bought 95 Safety Insurance shares in Q2 2026, an estimated $6.93K.
  • Safety Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2605 holding.
  • Allworth Financial first reported a position in Safety Insurance in Q3 2023 and has held it in 12 quarters since.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.