Fortitude Family Office’s Safe Bulkers SB Stock Holding History

Fortitude Family Office’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
2025 Q4	–	Sell	-25	Closed	-$111	–	2092
2025 Q3	$111	Hold	25	–	–	﹤0.01%	1954
2025 Q2	$90	Sell	25 -816	-97%	-$2.92K	﹤0.01%	2008
2025 Q1	$3.1K	Hold	841	–	–	﹤0.01%	843
2024 Q4	$3K	Buy	+841	New	+$3.51K	﹤0.01%	960

Other funds holding SB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Fortitude Family Office's SB Position: Q4 2025 in Review

Fortitude Family Office sold out of Safe Bulkers (SB) in Q4 2025, closing a stake of 25 shares — an estimated $111 sold.

Fortitude Family Office first reported a position in SB in Q4 2024 and held it in 4 quarters. The position peaked at $3.1K in Q1 2025. 147 funds tracked by Wall St. Rank hold SB as of Q4 2025.

Fortitude Family Office reported no remaining Safe Bulkers position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 25 Safe Bulkers shares in Q4 2025, an estimated $111.
Fortitude Family Office first reported a position in Safe Bulkers in Q4 2024 and held it in 4 quarters.
Fortitude Family Office's Safe Bulkers position peaked at $3.1K in Q1 2025.
147 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.