Armstrong Advisory Group’s Safe Bulkers SB Stock Holding History

Armstrong Advisory Group’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	$4.73K	Hold	750	–	–	﹤0.01%	800
2026 Q1	$4.75K	Hold	750	–	–	﹤0.01%	787
2025 Q4	$3.62K	Hold	750	–	–	﹤0.01%	803
2025 Q3	$3.33K	Hold	750	–	–	﹤0.01%	809
2025 Q2	$2.71K	Hold	750	–	–	﹤0.01%	818
2025 Q1	$2.68K	Hold	750	–	–	﹤0.01%	761
2024 Q4	$2.68K	Hold	750	–	–	﹤0.01%	761
2024 Q3	$3.88K	Hold	750	–	–	﹤0.01%	681
2024 Q2	$4.37K	Hold	750	–	–	﹤0.01%	663
2024 Q1	$2.95K	Hold	750	–	–	﹤0.01%	690
2023 Q4	$2.95K	Hold	750	–	–	﹤0.01%	690
2023 Q3	$2.43K	Hold	750	–	–	﹤0.01%	767
2023 Q2	$2.44K	Hold	750	–	–	﹤0.01%	729
2023 Q1	$2.77K	Hold	750	–	–	﹤0.01%	689
2022 Q4	$2.18K	Buy	+750	New	+$2.08K	﹤0.01%	731

Other funds holding SB

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Armstrong Advisory Group's SB Position: Q2 2026 in Review

Armstrong Advisory Group held its Safe Bulkers (SB) position steady in Q2 2026 at 750 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Armstrong Advisory Group first reported a position in SB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.75K in Q1 2026. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Armstrong Advisory Group held 750 shares of Safe Bulkers worth $4.73K as of Q2 2026.
Armstrong Advisory Group left its Safe Bulkers share count unchanged in Q2 2026.
Safe Bulkers made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #800 holding.
Armstrong Advisory Group first reported a position in Safe Bulkers in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Safe Bulkers position peaked at $4.75K in Q1 2026.
14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.