Allworth Financial’s Safe Bulkers SB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Allworth Financial's SB Position: Q1 2026 in Review

Allworth Financial increased its Safe Bulkers (SB) stake by 107% in Q1 2026, buying an estimated $624 and bringing the position to 207 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4490.

Allworth Financial first reported a position in SB in Q2 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Allworth Financial held 207 shares of Safe Bulkers worth $1.31K as of Q1 2026.
  • Allworth Financial bought 107 Safe Bulkers shares in Q1 2026, an estimated $624.
  • Safe Bulkers made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4490 holding.
  • Allworth Financial first reported a position in Safe Bulkers in Q2 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.