IWC
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Integrated Wealth Concepts’s Safe Bulkers SB Stock Holding History

Integrated Wealth Concepts’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 		$7.53K Buy
+1,194
New +$7.98K ﹤0.01% 4734

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Integrated Wealth Concepts's SB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Safe Bulkers (SB) in Q2 2026: 1,194 shares worth $7.53K. The stake represents ﹤0.01% of the portfolio and ranks #4734 among its holdings.

160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Integrated Wealth Concepts held 1,194 shares of Safe Bulkers worth $7.53K as of Q2 2026.
  • Safe Bulkers was a new Integrated Wealth Concepts position in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4734 holding.
  • 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.