IFP Advisors’s Safe Bulkers SB Stock Holding History

IFP Advisors’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	$1.75K	Hold	205	–	–	﹤0.01%	4285
2026 Q2	$1.29K	Hold	205	–	–	﹤0.01%	4417
2026 Q1	$1.3K	Hold	205	–	–	﹤0.01%	4117
2025 Q4	$988	Hold	205	–	–	﹤0.01%	4073
2025 Q3	$910	Sell	205 -2,194	-91%	-$9.31K	﹤0.01%	3990
2025 Q2	$9.32K	Buy	2,399 +500	+26%	+$1.79K	﹤0.01%	2960
2025 Q1	$7.01K	Buy	1,899 +284	+18%	+$1.04K	﹤0.01%	2701
2024 Q4	$5.77K	Buy	+1,615	New	+$6.75K	﹤0.01%	2738
2023 Q1	–	Sell	-604	Closed	-$2K	–	4253
2022 Q4	$2K	Buy	604 +448	+287%	+$1.24K	﹤0.01%	4207
2022 Q3	$11K	Hold	156	–	–	﹤0.01%	3598
2022 Q2	$11K	Hold	156	–	–	﹤0.01%	3349
2022 Q1	$11K	Buy	+156	New	+$637	﹤0.01%	3348
2020 Q1	–	Sell	-10,480	Closed	-$14.1K	–	2970
2019 Q4	$18K	Buy	+10,480	New	+$18.2K	﹤0.01%	1665

Other funds holding SB

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

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 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

AHL

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's SB Position: Q3 2026 in Review

IFP Advisors held its Safe Bulkers (SB) position steady in Q3 2026 at 205 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4285.

IFP Advisors first reported a position in SB in Q4 2019 and has held it in 13 quarters since. The position peaked at $18K in Q4 2019. 16 funds tracked by Wall St. Rank hold SB as of Q3 2026.

IFP Advisors held 205 shares of Safe Bulkers worth $1.75K as of Q3 2026.
IFP Advisors left its Safe Bulkers share count unchanged in Q3 2026.
Safe Bulkers made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4285 holding.
IFP Advisors first reported a position in Safe Bulkers in Q4 2019 and has held it in 13 quarters since.
IFP Advisors's Safe Bulkers position peaked at $18K in Q4 2019.
16 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.