Empirical Wealth Management’s Safe Bulkers SB Stock Holding History

Empirical Wealth Management’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 Q2	$71.3K	Buy	+11,297	New	+$75.5K	﹤0.01%	1048
2020 Q4	–	Sell	-27,765	Closed	-$29K	–	391
2020 Q3	$29K	Hold	27,765	–	–	﹤0.01%	343
2020 Q2	$34K	Sell	27,765 -5,000	-15%	-$5.48K	﹤0.01%	324
2020 Q1	$39K	Buy	32,765 +11,957	+57%	+$16.1K	﹤0.01%	313
2019 Q4	$35K	Hold	20,808	–	–	﹤0.01%	323
2019 Q3	$36K	Sell	20,808 -5,000	-19%	-$9.75K	﹤0.01%	281
2019 Q2	$40K	Hold	25,808	–	–	0.01%	262
2019 Q1	$38K	Buy	+25,808	New	+$42.7K	0.01%	232

Other funds holding SB

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Empirical Wealth Management's SB Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Safe Bulkers (SB) in Q2 2026: 11,297 shares worth $71.3K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in SB as recently as Q3 2020.

Empirical Wealth Management first reported a position in SB in Q1 2019 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Empirical Wealth Management held 11,297 shares of Safe Bulkers worth $71.3K as of Q2 2026.
Safe Bulkers was a new Empirical Wealth Management position in Q2 2026.
Safe Bulkers made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1048 holding.
Empirical Wealth Management first reported a position in Safe Bulkers in Q1 2019 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.