PMFA
SAFE

Plante Moran Financial Advisors’s Safehold SAFE Stock Holding History

Plante Moran Financial Advisors’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 		$157 Buy
+10
New +$152 ﹤0.01% 1501

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Plante Moran Financial Advisors's SAFE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Safehold (SAFE) in Q2 2026: 10 shares worth $157. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings.

93 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Safehold worth $157 as of Q2 2026.
  • Safehold was a new Plante Moran Financial Advisors position in Q2 2026.
  • Safehold made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1501 holding.
  • 93 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.