Steward Partners Investment Advisory’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.9K | Hold |
400
| – | – | ﹤0.01% | 3228 |
|
|
2026
Q1 | $29.1K | Hold |
400
| – | – | ﹤0.01% | 3057 |
|
|
2025
Q4 | $31.2K | Hold |
400
| – | – | ﹤0.01% | 2927 |
|
|
2025
Q3 | $28.3K | Hold |
400
| – | – | ﹤0.01% | 2924 |
|
|
2025
Q2 | $31.8K | Hold |
400
| – | – | ﹤0.01% | 2707 |
|
|
2025
Q1 | $31.6K | Hold |
400
| – | – | ﹤0.01% | 2606 |
|
|
2024
Q4 | $33K | Hold |
400
| – | – | ﹤0.01% | 2553 |
|
|
2024
Q3 | $32.7K | Hold |
400
| – | – | ﹤0.01% | 2438 |
|
|
2024
Q2 | $30K | Hold |
400
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q1 | $32.9K | Hold |
400
| – | – | ﹤0.01% | 2307 |
|
|
2023
Q4 | $30.4K | Hold |
400
| – | – | ﹤0.01% | 2193 |
|
|
2023
Q3 | $27.3K | Hold |
400
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q2 | $28.7K | Sell |
400
-50
| -11% | -$3.66K | ﹤0.01% | 2105 |
|
|
2023
Q1 | $33.5K | Buy |
450
+50
| +13% | +$4.07K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $33.7K | Hold |
400
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q3 | $33K | Sell |
400
-95
| -19% | -$8.57K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $48K | Hold |
495
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q1 | $45K | Hold |
495
| – | – | ﹤0.01% | 1972 |
|
|
2021
Q4 | $42K | Buy |
495
+20
| +4% | +$1.6K | ﹤0.01% | 1999 |
|
|
2021
Q3 | $38K | Sell |
475
-1,595
| -77% | -$126K | ﹤0.01% | 2026 |
|
|
2021
Q2 | $162K | Sell |
2,070
-1,442
| -41% | -$120K | ﹤0.01% | 1702 |
|
|
2021
Q1 | $296K | Buy |
3,512
+661
| +23% | +$53.2K | 0.01% | 1102 |
|
|
2020
Q4 | $222K | Buy |
2,851
+2,451
| +613% | +$180K | ﹤0.01% | 1028 |
|
|
2020
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q2 | $31K | Hold |
400
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q4 | $37K | Hold |
400
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q3 | $40K | Hold |
400
| – | – | ﹤0.01% | 1447 |
|
|
2019
Q2 | $38K | Buy |
+400
| New | +$37.2K | ﹤0.01% | 1440 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$36K | – | 1882 |
|
|
2018
Q3 | $36K | Hold |
400
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q2 | $34K | Hold |
400
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q4 | $32K | Hold |
400
| – | – | ﹤0.01% | 979 |
|
|
2017
Q3 | $30K | Hold |
400
| – | – | ﹤0.01% | 831 |
|
|
2017
Q2 | $27K | Hold |
400
| – | – | ﹤0.01% | 787 |
|
|
2017
Q1 | $28K | Hold |
400
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $29K | Buy |
+400
| New | +$28K | 0.01% | 404 |
|
Other funds holding SAFT
SC
Steward Partners Investment Advisory's SAFT Position: Q2 2026 in Review
Steward Partners Investment Advisory held its Safety Insurance (SAFT) position steady in Q2 2026 at 400 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.
Steward Partners Investment Advisory first reported a position in SAFT in Q4 2016 and has held it in 37 quarters since. The position peaked at $296K in Q1 2021. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.
- Steward Partners Investment Advisory held 400 shares of Safety Insurance worth $29.9K as of Q2 2026.
- Steward Partners Investment Advisory left its Safety Insurance share count unchanged in Q2 2026.
- Safety Insurance made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3228 holding.
- Steward Partners Investment Advisory first reported a position in Safety Insurance in Q4 2016 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Safety Insurance position peaked at $296K in Q1 2021.
- 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.