Clearstead Advisors’s Safe Bulkers SB Stock Holding History

Clearstead 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
2025 Q4	–	Sell	-68	Closed	-$302	–	3179
2025 Q3	$302	Buy	+68	New	+$288	﹤0.01%	2804

Other funds holding SB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Clearstead Advisors's SB Position: Q4 2025 in Review

Clearstead Advisors sold out of Safe Bulkers (SB) in Q4 2025, closing a stake of 68 shares — an estimated $302 sold.

Clearstead Advisors first reported a position in SB in Q3 2025 and held it in 1 quarter. The position peaked at $302 in Q3 2025. 147 funds tracked by Wall St. Rank hold SB as of Q4 2025.

Clearstead Advisors reported no remaining Safe Bulkers position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 68 Safe Bulkers shares in Q4 2025, an estimated $302.
Clearstead Advisors first reported a position in Safe Bulkers in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Safe Bulkers position peaked at $302 in Q3 2025.
147 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.