Ameriprise’s Safe Bulkers SB Stock Holding History

Ameriprise’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 Q1	$8.06M	Buy	1,272,720 +11,525	+0.9%	+$67.2K	﹤0.01%	2091
2025 Q4	$6.08M	Sell	1,261,195 -35,343	-3%	-$168K	﹤0.01%	2300
2025 Q3	$5.76M	Sell	1,296,538 -18,173	-1%	-$77.1K	﹤0.01%	2337
2025 Q2	$4.74M	Buy	1,314,711 +62,931	+5%	+$225K	﹤0.01%	2408
2025 Q1	$4.62M	Buy	+1,251,780	New	+$4.56M	﹤0.01%	2374
2024 Q3	–	Sell	-10,813	Closed	-$62.9K	–	4001
2024 Q2	$62.9K	Buy	+10,813	New	+$58.2K	﹤0.01%	3808
2022 Q3	–	Sell	-22,565	Closed	-$86K	–	4024
2022 Q2	$86K	Buy	+22,565	New	+$96.3K	﹤0.01%	3801
2022 Q1	–	Sell	-23,258	Closed	-$88K	–	4015
2021 Q4	$88K	Buy	+23,258	New	+$94.8K	﹤0.01%	3878
2019 Q1	–	Sell	-23,200	Closed	-$41K	–	3758
2018 Q4	$41K	Buy	+23,200	New	+$52.5K	﹤0.01%	3579
2014 Q4	–	Sell	-280	Closed	-$2K	–	4273
2014 Q3	$2K	Sell	280 -403	-59%	-$3.25K	﹤0.01%	5419
2014 Q2	$7K	Sell	683 -1,089,033	-100%	-$9.47M	﹤0.01%	4824
2014 Q1	$10.4M	Buy	1,089,716 +1,089,436	+389,084%	+$10.8M	0.01%	1482
2013 Q4	$3K	Hold	280	–	–	﹤0.01%	4774
2013 Q3	$2K	Hold	280	–	–	﹤0.01%	5410
2013 Q2	$1K	Buy	+280	New	+$1.42K	﹤0.01%	5431

Other funds holding SB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ameriprise's SB Position: Q1 2026 in Review

Ameriprise increased its Safe Bulkers (SB) stake by 0.91% in Q1 2026, buying an estimated $67.2K and bringing the position to 1,272,720 shares worth $8.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Ameriprise first reported a position in SB in Q2 2013 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2014. 147 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Ameriprise held 1,272,720 shares of Safe Bulkers worth $8.06M as of Q1 2026.
Ameriprise bought 11,525 Safe Bulkers shares in Q1 2026, an estimated $67.2K.
Safe Bulkers made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2091 holding.
Ameriprise first reported a position in Safe Bulkers in Q2 2013 and has held it in 15 quarters since.
Ameriprise's Safe Bulkers position peaked at $10.4M in Q1 2014.
147 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

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