Janney Montgomery Scott
SB icon

Janney Montgomery Scott’s Safe Bulkers SB Stock Holding History

Janney Montgomery Scott’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
-80,541
Closed -$388K – 3008
2025
Q4 		$388K Sell
80,541
-14,416
-15% -$68.4K ﹤0.01% 2379
2025
Q3 		$422K Sell
94,957
-10,597
-10% -$44.9K ﹤0.01% 2258
2025
Q2 		$381K Buy
+105,554
New +$378K ﹤0.01% 2191

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $306M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janney Montgomery Scott's SB Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Safe Bulkers (SB) in Q1 2026, closing a stake of 80,541 shares — an estimated $388K sold.

Janney Montgomery Scott first reported a position in SB in Q2 2025 and held it in 3 quarters. The position peaked at $422K in Q3 2025. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Safe Bulkers position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 80,541 Safe Bulkers shares in Q1 2026, an estimated $388K.
  • Janney Montgomery Scott first reported a position in Safe Bulkers in Q2 2025 and held it in 3 quarters.
  • Janney Montgomery Scott's Safe Bulkers position peaked at $422K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.