J.W. Cole Advisors’s Safe Bulkers SB Stock Holding History

J.W. Cole 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 Q1	–	Sell	-17,313	Closed	-$80.5K	–	1347
2025 Q4	$80.5K	Buy	17,313 +177	+1%	+$840	﹤0.01%	1392
2025 Q3	$76.1K	Buy	17,136 +190	+1%	+$806	﹤0.01%	1502
2025 Q2	$61.2K	Buy	+16,946	New	+$60.7K	﹤0.01%	1426

Other funds holding SB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

J.W. Cole Advisors's SB Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Safe Bulkers (SB) in Q1 2026, closing a stake of 17,313 shares — an estimated $80.5K sold.

J.W. Cole Advisors first reported a position in SB in Q2 2025 and held it in 3 quarters. The position peaked at $80.5K in Q4 2025. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

J.W. Cole Advisors reported no remaining Safe Bulkers position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 17,313 Safe Bulkers shares in Q1 2026, an estimated $80.5K.
J.W. Cole Advisors first reported a position in Safe Bulkers in Q2 2025 and held it in 3 quarters.
J.W. Cole Advisors's Safe Bulkers position peaked at $80.5K in Q4 2025.
146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.