Bank of America
SAFE

Bank of America’s Safehold SAFE Stock Holding History

Bank of America’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
2015
Q4 		– Sell
-17,093
Closed -$1.05M – 7437
2015
Q3 		$1.05M Buy
+17,093
New +$1.07M ﹤0.01% 4294
2014
Q4 		– Sell
-390
Closed -$26K – 7906
2014
Q3 		$26K Buy
390
+61
+19% +$4.31K ﹤0.01% 6900
2014
Q2 		$24K Sell
329
-287
-47% -$20.3K ﹤0.01% 7089
2014
Q1 		$44K Buy
+616
New +$45.2K ﹤0.01% 6500
2013
Q4 		– Sell
-4,602
Closed -$270K – 8097
2013
Q3 		$270K Buy
+4,602
New +$258K ﹤0.01% 5178

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America's SAFE Position: Q1 2026 in Review

Bank of America increased its Safehold (SAFE) stake by 110% in Q1 2026, buying an estimated $2.62M and bringing the position to 337,284 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Bank of America first reported a position in SAFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.33M in Q3 2013. 216 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

  • Bank of America held 337,284 shares of Safehold worth $4.56M as of Q1 2026.
  • Bank of America bought 177,001 Safehold shares in Q1 2026, an estimated $2.62M.
  • Safehold made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3539 holding.
  • Bank of America first reported a position in Safehold in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Safehold position peaked at $6.33M in Q3 2013.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.