SW
SAFE

SVB Wealth’s Safehold SAFE Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-235
Closed -$4.4K – 1407
2025
Q1 		$4.4K Buy
+235
New +$4.13K ﹤0.01% 1058

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's SAFE Position: Q2 2025 in Review

SVB Wealth sold out of Safehold (SAFE) in Q2 2025, closing a stake of 235 shares — an estimated $4.4K sold.

SVB Wealth first reported a position in SAFE in Q1 2025 and held it in 1 quarter. The position peaked at $4.4K in Q1 2025. 200 funds tracked by Wall St. Rank hold SAFE as of Q2 2025.

  • SVB Wealth reported no remaining Safehold position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 235 Safehold shares in Q2 2025, an estimated $4.4K.
  • SVB Wealth first reported a position in Safehold in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Safehold position peaked at $4.4K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Safehold as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.