Among active 13F managers last quarter, 3 opened and 5 added, while 3 reduced; the largest holder to move was Aristotle Capital Management, LLC (−4.2%). No recent Form 4 insider filings for SAFRY.
Funds lean in and no leg opposes.
17 tracked 13F filers disclose a position in SAFRY as of the latest SEC 13F filings, a combined $157.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | 1.5M | $150.3M | ▼−4.2% Reduced · −67K sh | Q2 2026 | |
| 2 | Rhumbline Advisers | 31K | $2.5M | ▲+1.9% Added · +579 sh | Q1 2026 | |
| 3 | Confluence Investment Management LLC | 18K | $1.5M | ▲+7.7% Added · +1K sh | Q1 2026 | |
| 4 | GAMMA Investing LLC | 8K | $812K | ▲+6.6% Added · +513 sh | Q2 2026 | |
| 5 | Diversified Trust Co | 7K | $677K | ▲+0.8% Added · +58 sh | Q2 2026 | |
| 6 | Pinnacle Wealth Management Advisory Group, LLC | 5K | $502K | —Held | Q2 2026 | |
| 7 | Sterling Capital Management LLC | 5K | $498K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 8 | PNC Financial Services Group, Inc. | 3K | $281K | ▼−3.9% Reduced · −141 sh | Q1 2026 | |
| 9 | Salomon & Ludwin, LLC | 1K | $115K | ▲+92% Added · +550 sh | Q2 2026 | |
| 10 | Thurston, Springer, Miller, Herd & Titak, Inc. | 507 | $42K | —Held | Q1 2026 | |
| 11 | Financial Gravity Companies, Inc. | 415 | $41K | ▲+159% Added · +255 sh | Q2 2026 | |
| 12 | Ancora Advisors LLC | 121 | $12K | ▼−58% Reduced · −164 sh | Q2 2026 | |
| 13 | IMA Advisory Services, Inc. | 73 | $7K | ▲+62% Added · +28 sh | Q2 2026 | |
| 14 | Compass Financial Management LLC | 57 | $6K | ▲New +57 sh | Q2 2026 | |
| 15 | Horizon Financial Services, LLC | 26 | $3K | ▲New +26 sh | Q2 2026 | |
| 16 | Richardson Financial Services Inc. | 22 | $2K | —Held | Q2 2026 | |
| 17 | First Command Advisory Services, Inc. | 4 | $328 | ▲New +4 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SAFRY and 5 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 13 funds | $2.0B |
| Microsoft CorpMSFT | 13 funds | $1.6B |
| Ecolab IncECL | 13 funds | $1.0B |
| Chevron CorpCVX | 13 funds | $918.3M |
| General Dynamics CorpGD | 13 funds | $898.9M |
| Procter & Gamble CoPG | 13 funds | $722.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $289.7M |
| JPMorgan Chase & CoJPM | 13 funds | $220.5M |
| Home Depot IncHD | 13 funds | $207.1M |
| Cisco Systems IncCSCO | 13 funds | $162.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $148.1M |
| Illinois Tool WorksITW | 13 funds | $70.0M |
Ranked by how many of SAFRY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAFRY.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for SAFRY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAFRY/capital-change-brief"
Use Arkolith's capital_change_brief for SAFRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAFRY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.