Strategic Investment Solutions’s Safehold SAFE Stock Holding History

Strategic Investment Solutions’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 Q2	–	Sell	-4	Closed	-$54	–	715
2026 Q1	$54	Buy	+4	New	+$59	﹤0.01%	661

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Investment Solutions's SAFE Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Safehold (SAFE) in Q2 2026, closing a stake of 4 shares — an estimated $54 sold.

Strategic Investment Solutions first reported a position in SAFE in Q1 2026 and held it in 1 quarter. The position peaked at $54 in Q1 2026. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Strategic Investment Solutions reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
Strategic Investment Solutions sold 4 Safehold shares in Q2 2026, an estimated $54.
Strategic Investment Solutions first reported a position in Safehold in Q1 2026 and held it in 1 quarter.
Strategic Investment Solutions's Safehold position peaked at $54 in Q1 2026.
215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.