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Essential Partners’s Safe Bulkers SB Stock Holding History

Essential Partners’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 		$2.48K Buy
290
+58
+25% +$459 ﹤0.01% 1837
2026
Q2 		$1.46K Buy
232
+172
+287% +$1.15K ﹤0.01% 2093
2026
Q1 		$380 Hold
60
– – ﹤0.01% 2509
2025
Q4 		$289 Sell
60
-3
-5% -$14 ﹤0.01% 2350
2025
Q3 		$280 Buy
63
+10
+19% +$42 ﹤0.01% 2337
2025
Q2 		$191 Buy
+53
New +$190 ﹤0.01% 1956

Other funds holding SB

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's SB Position: Q3 2026 in Review

Essential Partners increased its Safe Bulkers (SB) stake by 25% in Q3 2026, buying an estimated $459 and bringing the position to 290 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Essential Partners first reported a position in SB in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold SB as of Q3 2026.

  • Essential Partners held 290 shares of Safe Bulkers worth $2.48K as of Q3 2026.
  • Essential Partners bought 58 Safe Bulkers shares in Q3 2026, an estimated $459.
  • Safe Bulkers made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1837 holding.
  • Essential Partners first reported a position in Safe Bulkers in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.