Harbor Investment Advisory’s Safe Bulkers SB Stock Holding History

Harbor Investment Advisory’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	$31.6K	Hold	5,000	–	–	﹤0.01%	844
2026 Q1	$31.6K	Hold	5,000	–	–	﹤0.01%	688
2025 Q4	$24.1K	Hold	5,000	–	–	﹤0.01%	789
2025 Q3	$22.2K	Sell	5,000 -1,200	-19%	-$5.09K	﹤0.01%	778
2025 Q2	$22.4K	Hold	6,200	–	–	﹤0.01%	772
2025 Q1	$22.9K	Hold	6,200	–	–	﹤0.01%	756
2024 Q4	$22.1K	Hold	6,200	–	–	﹤0.01%	734
2024 Q3	$32.1K	Hold	6,200	–	–	﹤0.01%	668
2024 Q2	$36.1K	Hold	6,200	–	–	﹤0.01%	642
2024 Q1	$30.8K	Hold	6,200	–	–	﹤0.01%	667
2023 Q4	$24.4K	Hold	6,200	–	–	﹤0.01%	686
2023 Q3	$20.1K	Hold	6,200	–	–	﹤0.01%	695
2023 Q2	$20.2K	Hold	6,200	–	–	﹤0.01%	900
2023 Q1	$22.9K	Hold	6,200	–	–	﹤0.01%	891
2022 Q4	$18K	Hold	6,200	–	–	﹤0.01%	915
2022 Q3	$15K	Hold	6,200	–	–	﹤0.01%	966
2022 Q2	$24K	Hold	6,200	–	–	﹤0.01%	872
2022 Q1	$30K	Hold	6,200	–	–	﹤0.01%	862
2021 Q4	$23K	Buy	6,200 +1,200	+24%	+$4.89K	﹤0.01%	910
2021 Q3	$26K	Hold	5,000	–	–	﹤0.01%	905
2021 Q2	$20K	Hold	5,000	–	–	﹤0.01%	902
2021 Q1	$12K	Hold	5,000	–	–	﹤0.01%	955
2020 Q4	$6K	Hold	5,000	–	–	﹤0.01%	1002
2020 Q3	$5K	Hold	5,000	–	–	﹤0.01%	952
2020 Q2	$6K	Hold	5,000	–	–	﹤0.01%	857
2020 Q1	$6K	Hold	5,000	–	–	﹤0.01%	837
2019 Q4	$8K	Buy	+5,000	New	+$8.69K	﹤0.01%	665

Other funds holding SB

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

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

Harbor Investment Advisory's SB Position: Q2 2026 in Review

Harbor Investment Advisory held its Safe Bulkers (SB) position steady in Q2 2026 at 5,000 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Harbor Investment Advisory first reported a position in SB in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.1K in Q2 2024. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Harbor Investment Advisory held 5,000 shares of Safe Bulkers worth $31.6K as of Q2 2026.
Harbor Investment Advisory left its Safe Bulkers share count unchanged in Q2 2026.
Safe Bulkers made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #844 holding.
Harbor Investment Advisory first reported a position in Safe Bulkers in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Safe Bulkers position peaked at $36.1K in Q2 2024.
14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.