Koss-Olinger Consulting’s Safe Bulkers SB Stock Holding History

Koss-Olinger Consulting’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	$895K	Sell	141,398 -5,536	-4%	-$32.3K	0.08%	106
2025 Q4	$708K	Sell	146,934 -20,489	-12%	-$97.2K	0.05%	122
2025 Q3	$604K	Hold	167,423	–	–	0.05%	172
2025 Q2	$604K	Sell	167,423 -12,241	-7%	-$43.8K	0.05%	175
2025 Q1	$663K	Buy	179,664 +151,964	+549%	+$554K	0.06%	148
2024 Q4	$99K	Buy	+27,700	New	+$116K	0.01%	179

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

Koss-Olinger Consulting's SB Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Safe Bulkers (SB) stake by 3.8% in Q1 2026, selling an estimated $32.3K and leaving 141,398 shares worth $895K. The position accounts for 0.08% of the portfolio, ranked #106.

Koss-Olinger Consulting first reported a position in SB in Q4 2024 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Koss-Olinger Consulting held 141,398 shares of Safe Bulkers worth $895K as of Q1 2026.
Koss-Olinger Consulting sold 5,536 Safe Bulkers shares in Q1 2026, an estimated $32.3K.
Safe Bulkers made up 0.08% of Koss-Olinger Consulting's portfolio in Q1 2026, its #106 holding.
Koss-Olinger Consulting first reported a position in Safe Bulkers in Q4 2024 and has held it in 6 quarters since.
146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.