LFG
SAFE

Larson Financial Group’s Safehold SAFE Stock Holding History

Larson Financial Group’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 		$7.32K Buy
466
+71
+18% +$1.08K ﹤0.01% 2586
2026
Q1 		$5.34K Buy
395
+152
+63% +$2.25K ﹤0.01% 2576
2025
Q4 		$3.33K Buy
243
+202
+493% +$2.87K ﹤0.01% 2631
2025
Q3 		$635 Sell
41
-535
-93% -$8.27K ﹤0.01% 3042
2025
Q2 		$8.96K Sell
576
-635
-52% -$9.86K ﹤0.01% 1862
2025
Q1 		$22.7K Buy
1,211
+1,208
+40,267% +$21.2K ﹤0.01% 1309
2024
Q4 		$55 Hold
3
– – ﹤0.01% 2691
2024
Q3 		$79 Hold
3
– – ﹤0.01% 2583
2024
Q2 		$58 Buy
+3
New +$58 ﹤0.01% 2342

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

Larson Financial Group's SAFE Position: Q2 2026 in Review

Larson Financial Group increased its Safehold (SAFE) stake by 18% in Q2 2026, buying an estimated $1.08K and bringing the position to 466 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Larson Financial Group first reported a position in SAFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.7K in Q1 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Larson Financial Group held 466 shares of Safehold worth $7.32K as of Q2 2026.
  • Larson Financial Group bought 71 Safehold shares in Q2 2026, an estimated $1.08K.
  • Safehold made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2586 holding.
  • Larson Financial Group first reported a position in Safehold in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Safehold position peaked at $22.7K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.