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 Q3	$18.5K	Buy	2,167 +1,120	+107%	+$8.87K	﹤0.01%	2994
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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's SB Position: Q3 2026 in Review

GAMMA Investing increased its Safe Bulkers (SB) stake by 107% in Q3 2026, buying an estimated $8.87K and bringing the position to 2,167 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

GAMMA Investing first reported a position in SB in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold SB as of Q3 2026.

GAMMA Investing held 2,167 shares of Safe Bulkers worth $18.5K as of Q3 2026.
GAMMA Investing bought 1,120 Safe Bulkers shares in Q3 2026, an estimated $8.87K.
Safe Bulkers made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2994 holding.
GAMMA Investing first reported a position in Safe Bulkers in Q4 2023 and has held it in 12 quarters since.
21 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.