Creative Planning’s Safe Bulkers SB Stock Holding History

Creative Planning’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	$143K	Buy	22,643 +4,150	+22%	+$24.2K	﹤0.01%	3826
2025 Q4	$89.1K	Buy	18,493 +3,043	+20%	+$14.4K	﹤0.01%	3730
2025 Q3	$68.6K	Buy	15,450 +3,133	+25%	+$13.3K	﹤0.01%	3722
2025 Q2	$44.5K	Sell	12,317 -5,117	-29%	-$18.3K	﹤0.01%	3532
2025 Q1	$64.3K	Buy	+17,434	New	+$63.5K	﹤0.01%	3311
2018 Q2	–	Sell	-10,500	Closed	-$33K	–	2159
2018 Q1	$33K	Buy	+10,500	New	+$37.2K	﹤0.01%	1857
2017 Q3	–	Sell	-5,500	Closed	-$13K	–	3369
2017 Q2	$13K	Hold	5,500	–	–	﹤0.01%	3473
2017 Q1	$12K	Buy	5,500 +500	+10%	+$770	﹤0.01%	3484
2016 Q4	$6K	Hold	5,000	–	–	﹤0.01%	3871
2016 Q3	$7K	Hold	5,000	–	–	﹤0.01%	3739
2016 Q2	$5K	Hold	5,000	–	–	﹤0.01%	3660
2016 Q1	$4K	Hold	5,000	–	–	﹤0.01%	3716
2015 Q4	$4K	Hold	5,000	–	–	﹤0.01%	3804
2015 Q3	$14K	Buy	+5,000	New	+$16.6K	﹤0.01%	3000
2015 Q2	–	Sell	-7,500	Closed	-$27K	–	2646
2015 Q1	$27K	Hold	7,500	–	–	﹤0.01%	2481
2014 Q4	$29K	Buy	7,500 +5,000	+200%	+$25.1K	﹤0.01%	2381
2014 Q3	$17K	Hold	2,500	–	–	﹤0.01%	2637
2014 Q2	$24K	Hold	2,500	–	–	﹤0.01%	2383
2014 Q1	$24K	Sell	2,500 -400	-14%	-$3.97K	﹤0.01%	2267
2013 Q4	$30K	Buy	+2,900	New	+$23K	﹤0.01%	1950

Other funds holding SB

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

FAM

Fearnley Asset Management Oslo $306M AUM

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

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

Creative Planning's SB Position: Q1 2026 in Review

Creative Planning increased its Safe Bulkers (SB) stake by 22% in Q1 2026, buying an estimated $24.2K and bringing the position to 22,643 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

Creative Planning first reported a position in SB in Q4 2013 and has held it in 20 quarters since. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Creative Planning held 22,643 shares of Safe Bulkers worth $143K as of Q1 2026.
Creative Planning bought 4,150 Safe Bulkers shares in Q1 2026, an estimated $24.2K.
Safe Bulkers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3826 holding.
Creative Planning first reported a position in Safe Bulkers in Q4 2013 and has held it in 20 quarters since.
146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.