JWCA
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J.W. Cole Advisors’s Star Bulk Carriers SBLK Stock Holding History

J.W. Cole Advisors’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
Q3 		– Sell
-12,886
Closed -$222K – 1588
2025
Q2 		$222K Sell
12,886
-11,743
-48% -$183K ﹤0.01% 1308
2025
Q1 		$383K Buy
24,629
+2,608
+12% +$40.7K 0.01% 860
2024
Q4 		$329K Buy
22,021
+7,734
+54% +$144K 0.01% 744
2024
Q3 		$338K Buy
+14,287
New +$317K 0.01% 736

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

J.W. Cole Advisors's SBLK Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Star Bulk Carriers (SBLK) in Q3 2025, closing a stake of 12,886 shares — an estimated $222K sold.

J.W. Cole Advisors first reported a position in SBLK in Q3 2024 and held it in 4 quarters. The position peaked at $383K in Q1 2025. 165 funds tracked by Wall St. Rank hold SBLK as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Star Bulk Carriers position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,886 Star Bulk Carriers shares in Q3 2025, an estimated $222K.
  • J.W. Cole Advisors first reported a position in Star Bulk Carriers in Q3 2024 and held it in 4 quarters.
  • J.W. Cole Advisors's Star Bulk Carriers position peaked at $383K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.