Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Safe Bulkers SB Stock Holding History

Carson Wealth (CWM LLC)’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 		$56.1K Buy
8,860
+9
+0.1% +$53 ﹤0.01% 3731
2025
Q4 		$43K Buy
8,851
+10
+0.1% +$47 ﹤0.01% 3714
2025
Q3 		$39K Buy
8,841
+2,099
+31% +$8.9K ﹤0.01% 3725
2025
Q2 		$24K Buy
6,742
+1,806
+37% +$6.46K ﹤0.01% 3809
2025
Q1 		$18K Buy
4,936
+3,626
+277% +$13.2K ﹤0.01% 3768
2024
Q4 		$5K Sell
1,310
-2,546
-66% -$10.6K ﹤0.01% 4236
2024
Q3 		$20K Sell
3,856
-245
-6% -$1.26K ﹤0.01% 3364
2024
Q2 		$24K Buy
4,101
+1,973
+93% +$10.6K ﹤0.01% 3001
2024
Q1 		$11K Buy
2,128
+1,122
+112% +$4.94K ﹤0.01% 3293
2023
Q4 		$4K Buy
1,006
+491
+95% +$1.73K ﹤0.01% 3629
2023
Q3 		$2K Buy
+515
New +$1.66K ﹤0.01% 3858

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

Carson Wealth (CWM LLC)'s SB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Safe Bulkers (SB) stake by 0.1% in Q1 2026, buying an estimated $53 and bringing the position to 8,860 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

Carson Wealth (CWM LLC) first reported a position in SB in Q3 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,860 shares of Safe Bulkers worth $56.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9 Safe Bulkers shares in Q1 2026, an estimated $53.
  • Safe Bulkers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3731 holding.
  • Carson Wealth (CWM LLC) first reported a position in Safe Bulkers in Q3 2023 and has held it in 11 quarters since.
  • 147 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.