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Sound Income Strategies’s Safety Insurance SAFT Stock Holding History

Sound Income Strategies’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
Q3 		$220K Buy
+2,120
New +$204K 0.01% 446
2026
Q2 		– Sell
-43
Closed -$3.1K – 2029
2026
Q1 		$3.1K Buy
43
+1
+2% +$76 ﹤0.01% 2025
2025
Q4 		$3.23K Buy
+42
New +$3.11K ﹤0.01% 1992

Other funds holding SAFT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sound Income Strategies's SAFT Position: Q3 2026 in Review

Sound Income Strategies opened a new position in Safety Insurance (SAFT) in Q3 2026: 2,120 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Sound Income Strategies previously reported a position in SAFT as recently as Q1 2026.

Sound Income Strategies first reported a position in SAFT in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • Sound Income Strategies held 2,120 shares of Safety Insurance worth $220K as of Q3 2026.
  • Safety Insurance was a new Sound Income Strategies position in Q3 2026.
  • Safety Insurance made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #446 holding.
  • Sound Income Strategies first reported a position in Safety Insurance in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.