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Transamerica Financial Advisors’s Safehold SAFE Stock Holding History

Transamerica Financial Advisors’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 		$222 Hold
14
– – ﹤0.01% 1852
2026
Q1 		$191 Hold
14
– – ﹤0.01% 1640
2025
Q4 		$194 Sell
14
-36
-72% -$512 ﹤0.01% 1537
2025
Q3 		$783 Buy
+50
New +$772 ﹤0.01% 1209

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Transamerica Financial Advisors's SAFE Position: Q2 2026 in Review

Transamerica Financial Advisors held its Safehold (SAFE) position steady in Q2 2026 at 14 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Transamerica Financial Advisors first reported a position in SAFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $783 in Q3 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Transamerica Financial Advisors held 14 shares of Safehold worth $222 as of Q2 2026.
  • Transamerica Financial Advisors left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1852 holding.
  • Transamerica Financial Advisors first reported a position in Safehold in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Safehold position peaked at $783 in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.