IA
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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
Q2 		$1.29K Hold
205
– – ﹤0.01% 4416
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% +$1.03K ﹤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

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
GI
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

IFP Advisors's SB Position: Q2 2026 in Review

IFP Advisors held its Safe Bulkers (SB) position steady in Q2 2026 at 205 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

IFP Advisors first reported a position in SB in Q4 2019 and has held it in 12 quarters since. The position peaked at $18K in Q4 2019. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • IFP Advisors held 205 shares of Safe Bulkers worth $1.29K as of Q2 2026.
  • IFP Advisors left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4416 holding.
  • IFP Advisors first reported a position in Safe Bulkers in Q4 2019 and has held it in 12 quarters since.
  • IFP Advisors's Safe Bulkers position peaked at $18K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.