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Physician Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Physician 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 		– Sell
-24
Closed -$1.74K – 2440
2026
Q1 		$1.74K Hold
24
– – ﹤0.01% 1412
2025
Q4 		$1.87K Buy
24
+17
+243% +$1.26K ﹤0.01% 1318
2025
Q3 		$495 Buy
+7
New +$509 ﹤0.01% 1814

Other funds holding SAFT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 24 shares — an estimated $1.74K sold.

Physician Wealth Advisors first reported a position in SAFT in Q3 2025 and held it in 3 quarters. The position peaked at $1.87K in Q4 2025. 28 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 24 Safety Insurance shares in Q2 2026, an estimated $1.74K.
  • Physician Wealth Advisors first reported a position in Safety Insurance in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Safety Insurance position peaked at $1.87K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.