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Twin Peaks Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-69
Closed -$5.01K – 1806
2026
Q1 		$5.01K Buy
+69
New +$5.25K ﹤0.01% 1398
2025
Q3 		– Sell
-33
Closed -$2.42K – 1714
2025
Q2 		$2.42K Buy
+33
New +$2.6K ﹤0.01% 1568

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State Street
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Dimensional Fund Advisors
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Safety Insurance (SAFT) in Q2 2026, closing a stake of 69 shares — an estimated $5.01K sold.

Twin Peaks Wealth Advisors first reported a position in SAFT in Q2 2025 and held it in 2 quarters. The position peaked at $5.01K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Safety Insurance position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 69 Safety Insurance shares in Q2 2026, an estimated $5.01K.
  • Twin Peaks Wealth Advisors first reported a position in Safety Insurance in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Safety Insurance position peaked at $5.01K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2026.

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