CFFP
SAFE

Center for Financial Planning’s Safehold SAFE Stock Holding History

Center for Financial Planning’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 		$409 Hold
26
– – ﹤0.01% 628
2026
Q1 		$352 Hold
26
– – ﹤0.01% 621
2025
Q4 		$356 Buy
+26
New +$369 ﹤0.01% 656

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

Center for Financial Planning's SAFE Position: Q2 2026 in Review

Center for Financial Planning held its Safehold (SAFE) position steady in Q2 2026 at 26 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Center for Financial Planning first reported a position in SAFE in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Center for Financial Planning held 26 shares of Safehold worth $409 as of Q2 2026.
  • Center for Financial Planning left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #628 holding.
  • Center for Financial Planning first reported a position in Safehold in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.