EWA
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EverSource Wealth Advisors’s Safe Bulkers SB Stock Holding History

EverSource Wealth Advisors’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 		$30.3K Buy
4,802
+4,339
+937% +$29K ﹤0.01% 2140
2026
Q1 		$2.93K Sell
463
-24
-5% -$140 ﹤0.01% 3500
2025
Q4 		$2.35K Sell
487
-341
-41% -$1.62K ﹤0.01% 3446
2025
Q3 		$3.68K Sell
828
-1,478
-64% -$6.27K ﹤0.01% 3283
2025
Q2 		$8.32K Buy
2,306
+2,300
+38,333% +$8.23K ﹤0.01% 2928
2025
Q1 		$22 Buy
+6
New +$22 ﹤0.01% 3964

Other funds holding SB

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

EverSource Wealth Advisors's SB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Safe Bulkers (SB) stake by 937% in Q2 2026, buying an estimated $29K and bringing the position to 4,802 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

EverSource Wealth Advisors first reported a position in SB in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • EverSource Wealth Advisors held 4,802 shares of Safe Bulkers worth $30.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 4,339 Safe Bulkers shares in Q2 2026, an estimated $29K.
  • Safe Bulkers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2140 holding.
  • EverSource Wealth Advisors first reported a position in Safe Bulkers in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.