PWPS
SAFE

Pinnacle Wealth Planning Services’s Safehold SAFE Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.51K Sell
96
-7
-7% -$106 ﹤0.01% 2522
2026
Q1 		$1.39K Buy
103
+40
+63% +$593 ﹤0.01% 2504
2025
Q4 		$862 Buy
+63
New +$895 ﹤0.01% 2601
2021
Q1 		– Sell
-11
Closed -$1K – 1630
2020
Q4 		$1K Buy
+11
New +$716 ﹤0.01% 2169

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

Pinnacle Wealth Planning Services's SAFE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Safehold (SAFE) stake by 6.8% in Q2 2026, selling an estimated $106 and leaving 96 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Pinnacle Wealth Planning Services first reported a position in SAFE in Q4 2020 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 96 shares of Safehold worth $1.51K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 7 Safehold shares in Q2 2026, an estimated $106.
  • Safehold made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2522 holding.
  • Pinnacle Wealth Planning Services first reported a position in Safehold in Q4 2020 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.