Evergreen Capital Management’s Safe Bulkers SB Stock Holding History

Evergreen Capital 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	$83.5K	Hold	13,113	–	–	﹤0.01%	1512
2026 Q1	$83K	Hold	13,113	–	–	﹤0.01%	1472
2025 Q4	$63.2K	Hold	13,113	–	–	﹤0.01%	1387
2025 Q3	$58.2K	Buy	13,113 +326	+3%	+$1.38K	﹤0.01%	1298
2025 Q2	$46.2K	Buy	+12,787	New	+$45.8K	﹤0.01%	1122

Other funds holding SB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $278M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evergreen Capital Management's SB Position: Q2 2026 in Review

Evergreen Capital Management held its Safe Bulkers (SB) position steady in Q2 2026 at 13,113 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Evergreen Capital Management first reported a position in SB in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Evergreen Capital Management held 13,113 shares of Safe Bulkers worth $83.5K as of Q2 2026.
Evergreen Capital Management left its Safe Bulkers share count unchanged in Q2 2026.
Safe Bulkers made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1512 holding.
Evergreen Capital Management first reported a position in Safe Bulkers in Q2 2025 and has held it in 5 quarters since.
160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.