Raymond James Financial
SAFE

Raymond James Financial’s Safehold SAFE Stock Holding History

Raymond James Financial’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 		$525K Buy
33,451
+1
+0% +$15 ﹤0.01% 4475
2026
Q1 		$453K Buy
33,450
+19
+0.1% +$282 ﹤0.01% 4412
2025
Q4 		$458K Buy
+33,431
New +$475K ﹤0.01% 4327
2025
Q3 		– Sell
-1,177
Closed -$18.3K – 6419
2025
Q2 		$18.3K Sell
1,177
-13,035
-92% -$202K ﹤0.01% 5638
2025
Q1 		$266K Buy
+14,212
New +$250K ﹤0.01% 4278

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 $3.38T AUM 44.17% 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

Raymond James Financial's SAFE Position: Q2 2026 in Review

Raymond James Financial increased its Safehold (SAFE) stake by 0% in Q2 2026, buying an estimated $15 and bringing the position to 33,451 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #4475.

Raymond James Financial first reported a position in SAFE in Q1 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Raymond James Financial held 33,451 shares of Safehold worth $525K as of Q2 2026.
  • Raymond James Financial bought 1 Safehold share in Q2 2026, an estimated $15.
  • Safehold made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4475 holding.
  • Raymond James Financial first reported a position in Safehold in Q1 2025 and has held it in 5 quarters since.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.