FCBT
SAFE

First Citizens Bank & Trust’s Safehold SAFE Stock Holding History

First Citizens Bank & Trust’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 		– Sell
-21,003
Closed -$284K – 674
2026
Q1 		$284K Buy
21,003
+143
+0.7% +$2.12K 0.01% 562
2025
Q4 		$286K Sell
20,860
-8,766
-30% -$125K 0.01% 560
2025
Q3 		$459K Sell
29,626
-1,170
-4% -$18.1K 0.01% 460
2025
Q2 		$479K Buy
30,796
+20,561
+201% +$319K 0.01% 442
2025
Q1 		$192K Buy
+10,235
New +$180K ﹤0.01% 499

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

First Citizens Bank & Trust's SAFE Position: Q2 2026 in Review

First Citizens Bank & Trust sold out of Safehold (SAFE) in Q2 2026, closing a stake of 21,003 shares — an estimated $284K sold.

First Citizens Bank & Trust first reported a position in SAFE in Q1 2025 and held it in 5 quarters. The position peaked at $479K in Q2 2025. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • First Citizens Bank & Trust reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 21,003 Safehold shares in Q2 2026, an estimated $284K.
  • First Citizens Bank & Trust first reported a position in Safehold in Q1 2025 and held it in 5 quarters.
  • First Citizens Bank & Trust's Safehold position peaked at $479K in Q2 2025.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.