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Cornerstone Planning Group’s Safe Bulkers SB Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-161
Closed -$536 – 1663
2025
Q1 		$536 Hold
161
– – ﹤0.01% 1280
2024
Q4 		$559 Buy
161
+36
+29% +$150 ﹤0.01% 1107
2024
Q3 		$533 Hold
125
– – ﹤0.01% 1074
2024
Q2 		$583 Hold
125
– – ﹤0.01% 1053
2024
Q1 		$649 Buy
+125
New +$550 ﹤0.01% 869

Other funds holding SB

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
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
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Cornerstone Planning Group's SB Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Safe Bulkers (SB) in Q2 2025, closing a stake of 161 shares — an estimated $536 sold.

Cornerstone Planning Group first reported a position in SB in Q1 2024 and held it in 5 quarters. The position peaked at $649 in Q1 2024. 128 funds tracked by Wall St. Rank hold SB as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Safe Bulkers position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 161 Safe Bulkers shares in Q2 2025, an estimated $536.
  • Cornerstone Planning Group first reported a position in Safe Bulkers in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Safe Bulkers position peaked at $649 in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.