FFA
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Farther Finance Advisors’s Safe Bulkers SB Stock Holding History

Farther Finance 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 		$28.4K Buy
4,493
+2,026
+82% +$13.5K ﹤0.01% 3702
2026
Q1 		$15.9K Buy
2,467
+199
+9% +$1.16K ﹤0.01% 3811
2025
Q4 		$10.9K Buy
2,268
+2,254
+16,100% +$10.7K ﹤0.01% 3848
2025
Q3 		$62 Hold
14
– – ﹤0.01% 4858
2025
Q2 		$51 Sell
14
-109
-89% -$390 ﹤0.01% 4369
2025
Q1 		$461 Buy
123
+94
+324% +$343 ﹤0.01% 3789
2024
Q4 		$104 Hold
29
– – ﹤0.01% 3778
2024
Q3 		$150 Buy
29
+15
+107% +$77 ﹤0.01% 3715
2024
Q2 		$83 Hold
14
– – ﹤0.01% 3621
2024
Q1 		$69 Hold
14
– – ﹤0.01% 3432
2023
Q4 		$55 Buy
+14
New +$49 ﹤0.01% 3371

Other funds holding SB

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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors's SB Position: Q2 2026 in Review

Farther Finance Advisors increased its Safe Bulkers (SB) stake by 82% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,493 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

Farther Finance Advisors first reported a position in SB in Q4 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Farther Finance Advisors held 4,493 shares of Safe Bulkers worth $28.4K as of Q2 2026.
  • Farther Finance Advisors bought 2,026 Safe Bulkers shares in Q2 2026, an estimated $13.5K.
  • Safe Bulkers made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3702 holding.
  • Farther Finance Advisors first reported a position in Safe Bulkers in Q4 2023 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.