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Ballentine Partners’s Safe Bulkers SB Stock Holding History

Ballentine Partners’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 		$161K Buy
25,484
+2,519
+11% +$16.8K ﹤0.01% 1025
2026
Q1 		$145K Buy
22,965
+2,953
+15% +$17.2K ﹤0.01% 968
2025
Q4 		$96.5K Buy
20,012
+901
+5% +$4.27K ﹤0.01% 970
2025
Q3 		$84.9K Buy
19,111
+727
+4% +$3.08K ﹤0.01% 986
2025
Q2 		$66.4K Sell
18,384
-12,734
-41% -$45.6K ﹤0.01% 956
2025
Q1 		$115K Buy
31,118
+6,171
+25% +$22.5K ﹤0.01% 850
2024
Q4 		$89.1K Buy
+24,947
New +$104K ﹤0.01% 846

Other funds holding SB

Wealth Enhancement Advisory Services
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
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
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ballentine Partners's SB Position: Q2 2026 in Review

Ballentine Partners increased its Safe Bulkers (SB) stake by 11% in Q2 2026, buying an estimated $16.8K and bringing the position to 25,484 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Ballentine Partners first reported a position in SB in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Ballentine Partners held 25,484 shares of Safe Bulkers worth $161K as of Q2 2026.
  • Ballentine Partners bought 2,519 Safe Bulkers shares in Q2 2026, an estimated $16.8K.
  • Safe Bulkers made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1025 holding.
  • Ballentine Partners first reported a position in Safe Bulkers in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.