JFS Wealth Advisors
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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
Q3 		$415 Hold
4
– – ﹤0.01% 1939
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

JFS Wealth Advisors's SAFT Position: Q3 2026 in Review

JFS Wealth Advisors held its Safety Insurance (SAFT) position steady in Q3 2026 at 4 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

JFS Wealth Advisors first reported a position in SAFT in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.37K in Q4 2023. 113 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • JFS Wealth Advisors held 4 shares of Safety Insurance worth $415 as of Q3 2026.
  • JFS Wealth Advisors left its Safety Insurance share count unchanged in Q3 2026.
  • Safety Insurance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1939 holding.
  • JFS Wealth Advisors first reported a position in Safety Insurance in Q4 2023 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Safety Insurance position peaked at $1.37K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.