JWA
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JFS Wealth Advisors’s Safety Insurance SAFT Stock Holding History

JFS Wealth Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300 Buy
+4
New +$292 ﹤0.01% 2063
2024
Q1 		– Sell
-18
Closed -$1.37K – 2030
2023
Q4 		$1.37K Buy
+18
New +$1.36K ﹤0.01% 1559

Other funds holding SAFT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

JFS Wealth Advisors's SAFT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Safety Insurance (SAFT) in Q2 2026: 4 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SAFT as recently as Q4 2023.

JFS Wealth Advisors first reported a position in SAFT in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.37K in Q4 2023. 31 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Safety Insurance worth $300 as of Q2 2026.
  • Safety Insurance was a new JFS Wealth Advisors position in Q2 2026.
  • Safety Insurance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2063 holding.
  • JFS Wealth Advisors first reported a position in Safety Insurance in Q4 2023 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Safety Insurance position peaked at $1.37K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.