UB
SAFE

UMB Bank’s Safehold SAFE Stock Holding History

UMB Bank’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 		$4.22K Buy
269
+18
+7% +$273 ﹤0.01% 2118
2026
Q1 		$3.4K Buy
251
+195
+348% +$2.89K ﹤0.01% 2101
2025
Q4 		$767 Sell
56
-106
-65% -$1.51K ﹤0.01% 2227
2025
Q3 		$2.51K Buy
162
+132
+440% +$2.04K ﹤0.01% 2017
2025
Q2 		$467 Sell
30
-275
-90% -$4.27K ﹤0.01% 2075
2025
Q1 		$5.71K Buy
305
+247
+426% +$4.34K ﹤0.01% 1721
2024
Q4 		$1.07K Sell
58
-98
-63% -$2.13K ﹤0.01% 2001
2024
Q3 		$4.09K Buy
156
+63
+68% +$1.49K ﹤0.01% 1795
2024
Q2 		$1.79K Buy
93
+77
+481% +$1.48K ﹤0.01% 1816
2024
Q1 		$330 Buy
+16
New +$333 ﹤0.01% 2068

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

UMB Bank's SAFE Position: Q2 2026 in Review

UMB Bank increased its Safehold (SAFE) stake by 7.2% in Q2 2026, buying an estimated $273 and bringing the position to 269 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

UMB Bank first reported a position in SAFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.71K in Q1 2025. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • UMB Bank held 269 shares of Safehold worth $4.22K as of Q2 2026.
  • UMB Bank bought 18 Safehold shares in Q2 2026, an estimated $273.
  • Safehold made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2118 holding.
  • UMB Bank first reported a position in Safehold in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Safehold position peaked at $5.71K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.