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 Q3	$1.33M	Buy	155,668 +144,371	+1,278%	+$1.14M	0.02%	390
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%	+$16K	﹤0.01%	313
2019 Q4	$35K	Hold	20,808	–	–	﹤0.01%	323
2019 Q3	$36K	Sell	20,808 -5,000	-19%	-$9.7K	﹤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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Empirical Wealth Management's SB Position: Q3 2026 in Review

Empirical Wealth Management increased its Safe Bulkers (SB) stake by 1,278% in Q3 2026, buying an estimated $1.14M and bringing the position to 155,668 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #390.

Empirical Wealth Management first reported a position in SB in Q1 2019 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold SB as of Q3 2026.

Empirical Wealth Management held 155,668 shares of Safe Bulkers worth $1.33M as of Q3 2026.
Empirical Wealth Management bought 144,371 Safe Bulkers shares in Q3 2026, an estimated $1.14M.
Safe Bulkers made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #390 holding.
Empirical Wealth Management first reported a position in Safe Bulkers in Q1 2019 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.