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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
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

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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
VCM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Income Strategies's SAFT Position: Q2 2026 in Review

Sound Income Strategies sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 43 shares — an estimated $3.1K sold.

Sound Income Strategies first reported a position in SAFT in Q4 2025 and held it in 2 quarters. The position peaked at $3.23K in Q4 2025. 155 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Sound Income Strategies reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 43 Safety Insurance shares in Q2 2026, an estimated $3.1K.
  • Sound Income Strategies first reported a position in Safety Insurance in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Safety Insurance position peaked at $3.23K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.