FC
SAFE

Financial Consulate’s Safehold SAFE Stock Holding History

Financial Consulate’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 		$3.71K Hold
236
– – ﹤0.01% 902
2026
Q1 		$3.19K Hold
236
– – ﹤0.01% 883
2025
Q4 		$3.23K Sell
236
-29
-11% -$412 ﹤0.01% 812
2025
Q3 		$4.11K Buy
+265
New +$4.09K ﹤0.01% 690

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

Financial Consulate's SAFE Position: Q2 2026 in Review

Financial Consulate held its Safehold (SAFE) position steady in Q2 2026 at 236 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Financial Consulate first reported a position in SAFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.11K in Q3 2025. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Financial Consulate held 236 shares of Safehold worth $3.71K as of Q2 2026.
  • Financial Consulate left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #902 holding.
  • Financial Consulate first reported a position in Safehold in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Safehold position peaked at $4.11K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.