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Independent Financial Group’s Star Bulk Carriers SBLK Stock Holding History

Independent Financial Group’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,777
Closed -$479K – 1477
2025
Q3 		$479K Buy
25,777
+875
+4% +$16.5K 0.01% 874
2025
Q2 		$430K Sell
24,902
-3,894
-14% -$60.6K 0.01% 844
2025
Q1 		$448K Buy
28,796
+15,116
+110% +$236K 0.02% 751
2024
Q4 		$205K Buy
+13,680
New +$254K 0.01% 1095

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Financial Group's SBLK Position: Q4 2025 in Review

Independent Financial Group sold out of Star Bulk Carriers (SBLK) in Q4 2025, closing a stake of 25,777 shares — an estimated $479K sold.

Independent Financial Group first reported a position in SBLK in Q4 2024 and held it in 4 quarters. The position peaked at $479K in Q3 2025. 174 funds tracked by Wall St. Rank hold SBLK as of Q4 2025.

  • Independent Financial Group reported no remaining Star Bulk Carriers position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 25,777 Star Bulk Carriers shares in Q4 2025, an estimated $479K.
  • Independent Financial Group first reported a position in Star Bulk Carriers in Q4 2024 and held it in 4 quarters.
  • Independent Financial Group's Star Bulk Carriers position peaked at $479K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.