FFA
SAFE

Farther Finance Advisors’s Safehold SAFE Stock Holding History

Farther Finance Advisors’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
Q1 		$9.15K Buy
682
+58
+9% +$859 ﹤0.01% 4167
2025
Q4 		$8.54K Buy
624
+161
+35% +$2.29K ﹤0.01% 4015
2025
Q3 		$7.17K Buy
463
+334
+259% +$5.16K ﹤0.01% 3593
2025
Q2 		$2.01K Sell
129
-107
-45% -$1.66K ﹤0.01% 3703
2025
Q1 		$4.33K Sell
236
-603
-72% -$10.6K ﹤0.01% 3124
2024
Q4 		$15.5K Sell
839
-38
-4% -$826 ﹤0.01% 2194
2024
Q3 		$23K Sell
877
-13
-1% -$307 ﹤0.01% 2019
2024
Q2 		$16.6K Buy
890
+110
+14% +$2.11K ﹤0.01% 1844
2024
Q1 		$15.7K Sell
780
-115
-13% -$2.39K ﹤0.01% 1571
2023
Q4 		$20.9K Buy
+895
New +$16.9K ﹤0.01% 1325
2023
Q3 		– Sell
-1
Closed -$24 – 2685
2023
Q2 		$24 Sell
1
-7
-88% -$186 ﹤0.01% 2470
2023
Q1 		$216 Buy
8
+1
+14% +$50 ﹤0.01% 2187
2022
Q4 		$351 Buy
+7
New +$337 ﹤0.01% 1912

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T AUM 27.86% 1-Year Est. Return