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Beacon Pointe Advisors’s Safe Bulkers SB Stock Holding History

Beacon Pointe Advisors’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 		$74K Hold
11,735
– – ﹤0.01% 1884
2026
Q1 		$74.3K Hold
11,735
– – ﹤0.01% 1800
2025
Q4 		$56.6K Hold
11,735
– – ﹤0.01% 1483
2025
Q3 		$52.1K Buy
+11,735
New +$49.8K ﹤0.01% 1368
2022
Q3 		– Sell
-10,011
Closed -$38K – 1051
2022
Q2 		$38K Buy
+10,011
New +$42.7K ﹤0.01% 1029

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beacon Pointe Advisors's SB Position: Q2 2026 in Review

Beacon Pointe Advisors held its Safe Bulkers (SB) position steady in Q2 2026 at 11,735 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Beacon Pointe Advisors first reported a position in SB in Q2 2022 and has held it in 5 quarters since. The position peaked at $74.3K in Q1 2026. 159 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Beacon Pointe Advisors held 11,735 shares of Safe Bulkers worth $74K as of Q2 2026.
  • Beacon Pointe Advisors left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1884 holding.
  • Beacon Pointe Advisors first reported a position in Safe Bulkers in Q2 2022 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's Safe Bulkers position peaked at $74.3K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.