GI
SB icon

GAMMA Investing’s Safe Bulkers SB Stock Holding History

GAMMA Investing’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 		$6.61K Buy
1,047
+144
+16% +$962 ﹤0.01% 3369
2026
Q1 		$5.72K Buy
903
+376
+71% +$2.19K ﹤0.01% 3319
2025
Q4 		$2.54K Buy
527
+409
+347% +$1.94K ﹤0.01% 3533
2025
Q3 		$524 Hold
118
– – ﹤0.01% 3712
2025
Q2 		$426 Hold
118
– – ﹤0.01% 3652
2025
Q1 		$435 Hold
118
– – ﹤0.01% 3693
2024
Q4 		$421 Sell
118
-362
-75% -$1.51K ﹤0.01% 3603
2024
Q3 		$2.49K Buy
480
+167
+53% +$859 ﹤0.01% 2999
2024
Q2 		$1.82K Buy
313
+195
+165% +$1.05K ﹤0.01% 2906
2024
Q1 		$585 Hold
118
– – ﹤0.01% 3077
2023
Q4 		$477 Buy
+118
New +$415 ﹤0.01% 2976

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
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

GAMMA Investing's SB Position: Q2 2026 in Review

GAMMA Investing increased its Safe Bulkers (SB) stake by 16% in Q2 2026, buying an estimated $962 and bringing the position to 1,047 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

GAMMA Investing 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.

  • GAMMA Investing held 1,047 shares of Safe Bulkers worth $6.61K as of Q2 2026.
  • GAMMA Investing bought 144 Safe Bulkers shares in Q2 2026, an estimated $962.
  • Safe Bulkers made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3369 holding.
  • GAMMA Investing 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 GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.