LPL Financial’s Safe Bulkers SB Stock Holding History

LPL Financial’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 Q3	$771K	Buy	+90,288	New	+$715K	﹤0.01%	4761
2024 Q4	–	Sell	-13,089	Closed	-$67.8K	–	5413
2024 Q3	$67.8K	Buy	13,089 +2,827	+28%	+$14.5K	﹤0.01%	4955
2024 Q2	$59.7K	Buy	+10,262	New	+$55.3K	﹤0.01%	4820
2023 Q4	–	Sell	-13,925	Closed	-$45.1K	–	4885
2023 Q3	$45.1K	Sell	13,925 -123,136	-90%	-$397K	﹤0.01%	4533
2023 Q2	$447K	Sell	137,061 -1,244	-0.9%	-$4.37K	﹤0.01%	3532
2023 Q1	$510K	Buy	+138,305	New	+$464K	﹤0.01%	3307
2022 Q2	–	Sell	-13,051	Closed	-$62K	–	4523
2022 Q1	$62K	Buy	+13,051	New	+$53.3K	﹤0.01%	4035
2021 Q4	–	Sell	-46,570	Closed	-$241K	–	4446
2021 Q3	$241K	Buy	46,570 +1,516	+3%	+$5.85K	﹤0.01%	3818
2021 Q2	$181K	Buy	+45,054	New	+$158K	﹤0.01%	3931
2018 Q3	–	Sell	-16,213	Closed	-$55K	–	3297
2018 Q2	$55K	Hold	16,213	–	–	﹤0.01%	3148
2018 Q1	$51K	Buy	+16,213	New	+$57.4K	﹤0.01%	3118
2016 Q2	–	Sell	-14,560	Closed	-$10K	–	2924
2016 Q1	$10K	Buy	+14,560	New	+$8.59K	﹤0.01%	3078

Other funds holding SB

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

LPL Financial's SB Position: Q3 2026 in Review

LPL Financial opened a new position in Safe Bulkers (SB) in Q3 2026: 90,288 shares worth $771K. The stake represents ﹤0.01% of the portfolio and ranks #4761 among its holdings. This is a return to the name: LPL Financial previously reported a position in SB as recently as Q3 2024.

LPL Financial first reported a position in SB in Q1 2016 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold SB as of Q3 2026.

LPL Financial held 90,288 shares of Safe Bulkers worth $771K as of Q3 2026.
Safe Bulkers was a new LPL Financial position in Q3 2026.
Safe Bulkers made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4761 holding.
LPL Financial first reported a position in Safe Bulkers in Q1 2016 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.