Root Financial Partners
SAFE icon

Root Financial Partners’s Safehold SAFE Stock Holding History

Root Financial Partners’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
Q3 		$2.64K Buy
+224
New +$3.41K ﹤0.01% 2511
2026
Q2 		– Sell
-17
Closed -$230 – 2629
2026
Q1 		$230 Buy
+17
New +$252 ﹤0.01% 3116

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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Denali Advisors
Denali Advisors San Diego, California $996M AUM 25.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's SAFE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Safehold (SAFE) in Q3 2026: 224 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #2511 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAFE as recently as Q1 2026.

Root Financial Partners first reported a position in SAFE in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

  • Root Financial Partners held 224 shares of Safehold worth $2.64K as of Q3 2026.
  • Safehold was a new Root Financial Partners position in Q3 2026.
  • Safehold made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2511 holding.
  • Root Financial Partners first reported a position in Safehold in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.