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Pinnacle Wealth Planning Services’s Safety Insurance SAFT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$3.63K Buy
50
+12
+32% +$912 ﹤0.01% 2326
2025
Q4 		$2.96K Buy
+38
New +$2.81K ﹤0.01% 2406

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's SAFT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Safety Insurance (SAFT) stake by 32% in Q1 2026, buying an estimated $912 and bringing the position to 50 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Pinnacle Wealth Planning Services first reported a position in SAFT in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold SAFT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 50 shares of Safety Insurance worth $3.63K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 12 Safety Insurance shares in Q1 2026, an estimated $912.
  • Safety Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2326 holding.
  • Pinnacle Wealth Planning Services first reported a position in Safety Insurance in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.