Jones Financial Companies’s Safe Bulkers SB Stock Holding History

Jones Financial Companies’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	$7.3K	Hold	1,200	–	–	﹤0.01%	3699
2025 Q4	$5.78K	Buy	1,200 +200	+20%	+$949	﹤0.01%	3440
2025 Q3	$4.6K	Hold	1,000	–	–	﹤0.01%	3392
2025 Q2	$3.69K	Hold	1,000	–	–	﹤0.01%	3244
2025 Q1	$3.76K	Buy	+1,000	New	+$3.64K	﹤0.01%	3047

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

Jones Financial Companies's SB Position: Q1 2026 in Review

Jones Financial Companies held its Safe Bulkers (SB) position steady in Q1 2026 at 1,200 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Jones Financial Companies first reported a position in SB in Q1 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Jones Financial Companies held 1,200 shares of Safe Bulkers worth $7.3K as of Q1 2026.
Jones Financial Companies left its Safe Bulkers share count unchanged in Q1 2026.
Safe Bulkers made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3699 holding.
Jones Financial Companies first reported a position in Safe Bulkers in Q1 2025 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.