EverSource Wealth Advisors’s Star Bulk Carriers SBLK Stock Holding History

EverSource Wealth Advisors’s Portfolio SBLK Stock Details SBLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3K	Sell	812 -453	-36%	-$11.7K	﹤0.01%	2419
2026 Q1	$29.1K	Buy	1,265 +264	+26%	+$6.01K	﹤0.01%	2257
2025 Q4	$19.2K	Buy	1,001 +73	+8%	+$1.36K	﹤0.01%	2408
2025 Q3	$17.3K	Sell	928 -386	-29%	-$7.27K	﹤0.01%	2474
2025 Q2	$22.7K	Buy	1,314 +254	+24%	+$3.95K	﹤0.01%	2201
2025 Q1	$16.5K	Buy	1,060 +822	+345%	+$12.8K	﹤0.01%	1802
2024 Q4	$3.56K	Sell	238 -73	-23%	-$1.36K	﹤0.01%	2489
2024 Q3	$7.37K	Buy	311 +200	+180%	+$4.44K	﹤0.01%	2035
2024 Q2	$2.5K	Buy	111 +33	+42%	+$820	﹤0.01%	2476
2024 Q1	$1.9K	Buy	+78	New	+$1.77K	﹤0.01%	2407
2023 Q3	–	Sell	-27	Closed	-$478	–	2638
2023 Q2	$478	Hold	27	–	–	﹤0.01%	2366
2023 Q1	$570	Hold	27	–	–	﹤0.01%	2194
2022 Q4	$519	Buy	+27	New	+$526	﹤0.01%	2198

Other funds holding SBLK

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

MAA

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

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

EverSource Wealth Advisors reduced its Star Bulk Carriers (SBLK) stake by 36% in Q2 2026, selling an estimated $11.7K and leaving 812 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

EverSource Wealth Advisors first reported a position in SBLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $29.1K in Q1 2026. 72 funds tracked by Wall St. Rank hold SBLK as of Q2 2026.

EverSource Wealth Advisors held 812 shares of Star Bulk Carriers worth $20.3K as of Q2 2026.
EverSource Wealth Advisors sold 453 Star Bulk Carriers shares in Q2 2026, an estimated $11.7K.
Star Bulk Carriers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2419 holding.
EverSource Wealth Advisors first reported a position in Star Bulk Carriers in Q4 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's Star Bulk Carriers position peaked at $29.1K in Q1 2026.
72 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2026.

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