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 Q3	$6.4K	Hold	750	–	–	﹤0.01%	773
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	$4.36K	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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Armstrong Advisory Group's SB Position: Q3 2026 in Review

Armstrong Advisory Group held its Safe Bulkers (SB) position steady in Q3 2026 at 750 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Armstrong Advisory Group first reported a position in SB in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold SB as of Q3 2026.

Armstrong Advisory Group held 750 shares of Safe Bulkers worth $6.4K as of Q3 2026.
Armstrong Advisory Group left its Safe Bulkers share count unchanged in Q3 2026.
Safe Bulkers made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #773 holding.
Armstrong Advisory Group first reported a position in Safe Bulkers in Q4 2022 and has held it in 16 quarters since.
19 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.