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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
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 $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $306M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Pointe Advisors's SB Position: Q1 2026 in Review

Beacon Pointe Advisors held its Safe Bulkers (SB) position steady in Q1 2026 at 11,735 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Beacon Pointe Advisors first reported a position in SB in Q2 2022 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Beacon Pointe Advisors held 11,735 shares of Safe Bulkers worth $74.3K as of Q1 2026.
  • Beacon Pointe Advisors left its Safe Bulkers share count unchanged in Q1 2026.
  • Safe Bulkers made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1800 holding.
  • Beacon Pointe Advisors first reported a position in Safe Bulkers in Q2 2022 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.