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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
Q2 		$7.86K Buy
105
+55
+110% +$4.01K ﹤0.01% 2161
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 $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Safety Insurance (SAFT) stake by 110% in Q2 2026, buying an estimated $4.01K and bringing the position to 105 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Pinnacle Wealth Planning Services first reported a position in SAFT in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 105 shares of Safety Insurance worth $7.86K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 55 Safety Insurance shares in Q2 2026, an estimated $4.01K.
  • Safety Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2161 holding.
  • Pinnacle Wealth Planning Services first reported a position in Safety Insurance in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

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