Root Financial Partners’s Safety Insurance SAFT Stock Holding History

Root Financial Partners’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	–	Sell	-57	Closed	-$4.14K	–	2628
2026 Q1	$4.14K	Buy	+57	New	+$4.33K	﹤0.01%	2018

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's SAFT Position: Q2 2026 in Review

Root Financial Partners sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 57 shares — an estimated $4.14K sold.

Root Financial Partners first reported a position in SAFT in Q1 2026 and held it in 1 quarter. The position peaked at $4.14K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

Root Financial Partners reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 57 Safety Insurance shares in Q2 2026, an estimated $4.14K.
Root Financial Partners first reported a position in Safety Insurance in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Safety Insurance position peaked at $4.14K in Q1 2026.
216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.