TPWA
SAFE

Twin Peaks Wealth Advisors’s Safehold SAFE Stock Holding History

Twin Peaks Wealth 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 		– Sell
-95
Closed -$1.28K – 1807
2026
Q1 		$1.28K Buy
+95
New +$1.41K ﹤0.01% 1830
2025
Q3 		– Sell
-40
Closed -$584 – 1715
2025
Q2 		$584 Buy
+40
New +$621 ﹤0.01% 1880

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's SAFE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Safehold (SAFE) in Q2 2026, closing a stake of 95 shares — an estimated $1.28K sold.

Twin Peaks Wealth Advisors first reported a position in SAFE in Q2 2025 and held it in 2 quarters. The position peaked at $1.28K in Q1 2026. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 95 Safehold shares in Q2 2026, an estimated $1.28K.
  • Twin Peaks Wealth Advisors first reported a position in Safehold in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Safehold position peaked at $1.28K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.