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Rialto Wealth Management’s Safety Insurance SAFT Stock Holding History

Rialto Wealth Management’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 		$525 Hold
7
– – ﹤0.01% 1681
2026
Q1 		$509 Hold
7
– – ﹤0.01% 1369
2025
Q4 		$546 Hold
7
– – ﹤0.01% 1222
2025
Q3 		$495 Buy
7
+1
+17% +$73 ﹤0.01% 1250
2025
Q2 		$477 Buy
+6
New +$474 ﹤0.01% 1184

Other funds holding SAFT

BlackRock
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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

Rialto Wealth Management's SAFT Position: Q2 2026 in Review

Rialto Wealth Management held its Safety Insurance (SAFT) position steady in Q2 2026 at 7 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Rialto Wealth Management first reported a position in SAFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $546 in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Rialto Wealth Management held 7 shares of Safety Insurance worth $525 as of Q2 2026.
  • Rialto Wealth Management left its Safety Insurance share count unchanged in Q2 2026.
  • Safety Insurance made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1681 holding.
  • Rialto Wealth Management first reported a position in Safety Insurance in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Safety Insurance position peaked at $546 in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.