Wealth Enhancement Advisory Services
SAFT icon

Wealth Enhancement Advisory Services’s Safety Insurance SAFT Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$483K Sell
4,648
-3,091
-40% -$298K ﹤0.01% 2849
2026
Q2 		$585K Sell
7,739
-596
-7% -$43.5K ﹤0.01% 2539
2026
Q1 		$609K Sell
8,335
-7
-0.1% -$532 ﹤0.01% 2164
2025
Q4 		$627K Buy
8,342
+2,918
+54% +$216K ﹤0.01% 2309
2025
Q3 		$380K Buy
+5,424
New +$394K ﹤0.01% 2586

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Bank of New York Mellon
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Picton Mahoney Asset Management
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Axxion S.A.
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Wealth Enhancement Advisory Services's SAFT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Safety Insurance (SAFT) stake by 40% in Q3 2026, selling an estimated $298K and leaving 4,648 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Wealth Enhancement Advisory Services first reported a position in SAFT in Q3 2025 and has held it in 5 quarters since. The position peaked at $627K in Q4 2025. 125 funds tracked by Wall St. Rank hold SAFT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,648 shares of Safety Insurance worth $483K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,091 Safety Insurance shares in Q3 2026, an estimated $298K.
  • Safety Insurance made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2849 holding.
  • Wealth Enhancement Advisory Services first reported a position in Safety Insurance in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Safety Insurance position peaked at $627K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.