Axxcess Wealth Management’s Safehold SAFE Stock Holding History

Axxcess 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 Q3	$199K	Buy	+16,884	New	+$257K	0.01%	942

Other funds holding SAFE

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Axxcess Wealth Management's SAFE Position: Q3 2026 in Review

Axxcess Wealth Management opened a new position in Safehold (SAFE) in Q3 2026: 16,884 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #942 among its holdings.

34 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

Axxcess Wealth Management held 16,884 shares of Safehold worth $199K as of Q3 2026.
Safehold was a new Axxcess Wealth Management position in Q3 2026.
Safehold made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #942 holding.
34 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.