Capital Advisory Group Advisory Services’s Star Bulk Carriers SBLK Stock Holding History

Capital Advisory Group Advisory Services’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
2026 Q1	–	Sell	-116,870	Closed	-$2.25M	–	123
2025 Q4	$2.25M	Sell	116,870 -1,193	-1%	-$22.3K	0.66%	45
2025 Q3	$2.19M	Sell	118,063 -874	-0.7%	-$16.5K	0.68%	45
2025 Q2	$2.05M	Buy	+118,937	New	+$1.85M	0.74%	42

Other funds holding SBLK

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capital Advisory Group Advisory Services's SBLK Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Star Bulk Carriers (SBLK) in Q1 2026, closing a stake of 116,870 shares — an estimated $2.25M sold.

Capital Advisory Group Advisory Services first reported a position in SBLK in Q2 2025 and held it in 3 quarters. The position peaked at $2.25M in Q4 2025. 189 funds tracked by Wall St. Rank hold SBLK as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Star Bulk Carriers position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 116,870 Star Bulk Carriers shares in Q1 2026, an estimated $2.25M.
Capital Advisory Group Advisory Services first reported a position in Star Bulk Carriers in Q2 2025 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Star Bulk Carriers position peaked at $2.25M in Q4 2025.
189 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.