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Avion Wealth’s Safety Insurance SAFT Stock Holding History

Avion Wealth’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 		– Sell
-7
Closed – – 1689
2026
Q1 		$0 Hold
7
– – ﹤0.01% 1550
2025
Q4 		$0 Hold
7
– – ﹤0.01% 1537
2025
Q3 		$0 Buy
+7
New +$509 ﹤0.01% 1499

Other funds holding SAFT

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SC
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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

Avion Wealth's SAFT Position: Q2 2026 in Review

Avion Wealth sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 7 shares.

Avion Wealth first reported a position in SAFT in Q3 2025 and held it in 3 quarters. The position peaked at $0 in Q1 2026. 217 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Avion Wealth reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 7 Safety Insurance shares in Q2 2026.
  • Avion Wealth first reported a position in Safety Insurance in Q3 2025 and held it in 3 quarters.
  • Avion Wealth's Safety Insurance position peaked at $0 in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.