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Atria Wealth Solutions’s Star Bulk Carriers SBLK Stock Holding History

Atria Wealth Solutions’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,113
Closed -$157K – 1842
2025
Q1 		$157K Sell
10,113
-4,350
-30% -$67.8K ﹤0.01% 1754
2024
Q4 		$216K Sell
14,463
-4,821
-25% -$89.6K ﹤0.01% 1781
2024
Q3 		$457K Sell
19,284
-300
-2% -$6.66K 0.01% 1285
2024
Q2 		$477K Sell
19,584
-1,579
-7% -$39.3K 0.01% 1259
2024
Q1 		$505K Sell
21,163
-2,350
-10% -$53.3K 0.01% 1259
2023
Q4 		$500K Sell
23,513
-1,000
-4% -$19.7K 0.01% 1212
2023
Q3 		$473K Sell
24,513
-2,500
-9% -$44.5K 0.01% 1159
2023
Q2 		$478K Sell
27,013
-3,250
-11% -$62.5K 0.01% 1181
2023
Q1 		$639K Sell
30,263
-1,500
-5% -$32.8K 0.01% 1001
2022
Q4 		$612K Buy
+31,763
New +$618K 0.01% 984
2022
Q3 		– Sell
-21,050
Closed -$526K – 1842
2022
Q2 		$526K Buy
21,050
+12,700
+152% +$368K 0.01% 949
2022
Q1 		$248K Buy
+8,350
New +$218K ﹤0.01% 1429

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Atria Wealth Solutions's SBLK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Star Bulk Carriers (SBLK) in Q2 2025, closing a stake of 10,113 shares — an estimated $157K sold.

Atria Wealth Solutions first reported a position in SBLK in Q1 2022 and held it in 12 quarters. The position peaked at $639K in Q1 2023. 173 funds tracked by Wall St. Rank hold SBLK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Star Bulk Carriers position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,113 Star Bulk Carriers shares in Q2 2025, an estimated $157K.
  • Atria Wealth Solutions first reported a position in Star Bulk Carriers in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Star Bulk Carriers position peaked at $639K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.