Fidelity Investments
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Fidelity Investments’s Safe Bulkers SB Stock Holding History

Fidelity Investments’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
Q1 		$165K Buy
26,026
+693
+3% +$4.04K ﹤0.01% 3572
2025
Q4 		$122K Buy
25,333
+17,681
+231% +$83.9K ﹤0.01% 3656
2025
Q3 		$34K Buy
7,652
+438
+6% +$1.86K ﹤0.01% 4147
2025
Q2 		$26K Buy
7,214
+2,923
+68% +$10.5K ﹤0.01% 4185
2025
Q1 		$15.8K Sell
4,291
-27,576
-87% -$100K ﹤0.01% 4319
2024
Q4 		$114K Buy
31,867
+25,519
+402% +$107K ﹤0.01% 3491
2024
Q3 		$32.9K Sell
6,348
-2,677
-30% -$13.8K ﹤0.01% 3963
2024
Q2 		$52.5K Buy
9,025
+4,389
+95% +$23.6K ﹤0.01% 3596
2024
Q1 		$23K Buy
4,636
+509
+12% +$2.24K ﹤0.01% 3959
2023
Q4 		$16.2K Sell
4,127
-418
-9% -$1.47K ﹤0.01% 4050
2023
Q3 		$14.7K Buy
4,545
+434
+11% +$1.4K ﹤0.01% 3961
2023
Q2 		$13.4K Sell
4,111
-86,464
-95% -$304K ﹤0.01% 4034
2023
Q1 		$334K Sell
90,575
-109,789
-55% -$369K ﹤0.01% 2823
2022
Q4 		$583K Sell
200,364
-5,572
-3% -$15.4K ﹤0.01% 2673
2022
Q3 		$509K Sell
205,936
-926
-0.4% -$3.13K ﹤0.01% 2776
2022
Q2 		$790K Buy
206,862
+108,871
+111% +$465K ﹤0.01% 2732
2022
Q1 		$466K Sell
97,991
-862,364
-90% -$3.52M ﹤0.01% 3007
2021
Q4 		$3.62M Buy
960,355
+38,310
+4% +$156K ﹤0.01% 2431
2021
Q3 		$4.77M Buy
922,045
+33,162
+4% +$128K ﹤0.01% 2384
2021
Q2 		$3.56M Sell
888,883
-169,276
-16% -$593K ﹤0.01% 2421
2021
Q1 		$2.59M Buy
1,058,159
+1,058,158
+105,815,800% +$2.49M ﹤0.01% 2423
2020
Q4 		$0 Sell
1
-77
-99% -$83 ﹤0.01% 4237
2020
Q3 		$0 Buy
+78
New +$90 ﹤0.01% 3952
2014
Q1 		– Sell
-37,864
Closed -$394K – 2705
2013
Q4 		$394K Hold
37,864
– – ﹤0.01% 2534
2013
Q3 		$257K Hold
37,864
– – ﹤0.01% 2560
2013
Q2 		$201K Buy
+37,864
New +$193K ﹤0.01% 2549

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $306M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments's SB Position: Q1 2026 in Review

Fidelity Investments increased its Safe Bulkers (SB) stake by 2.7% in Q1 2026, buying an estimated $4.04K and bringing the position to 26,026 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Fidelity Investments first reported a position in SB in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.77M in Q3 2021. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Fidelity Investments held 26,026 shares of Safe Bulkers worth $165K as of Q1 2026.
  • Fidelity Investments bought 693 Safe Bulkers shares in Q1 2026, an estimated $4.04K.
  • Safe Bulkers made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3572 holding.
  • Fidelity Investments first reported a position in Safe Bulkers in Q2 2013 and has held it in 26 quarters since.
  • Fidelity Investments's Safe Bulkers position peaked at $4.77M in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.