AF
SB icon

Allworth Financial’s Safe Bulkers SB Stock Holding History

Allworth Financial’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56K Buy
405
+198
+96% +$1.32K ﹤0.01% 4417
2026
Q1 		$1.31K Buy
207
+107
+107% +$624 ﹤0.01% 4490
2025
Q4 		$482 Sell
100
-138
-58% -$655 ﹤0.01% 4533
2025
Q3 		$1.06K Buy
238
+135
+131% +$573 ﹤0.01% 4233
2025
Q2 		$372 Buy
+103
New +$369 ﹤0.01% 4203

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allworth Financial's SB Position: Q2 2026 in Review

Allworth Financial increased its Safe Bulkers (SB) stake by 96% in Q2 2026, buying an estimated $1.32K and bringing the position to 405 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4417.

Allworth Financial first reported a position in SB in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Allworth Financial held 405 shares of Safe Bulkers worth $2.56K as of Q2 2026.
  • Allworth Financial bought 198 Safe Bulkers shares in Q2 2026, an estimated $1.32K.
  • Safe Bulkers made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4417 holding.
  • Allworth Financial first reported a position in Safe Bulkers in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.