Mackenzie Financial’s Safe Bulkers SB Stock Holding History

Mackenzie 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 Q1	–	Sell	-12,265	Closed	-$58.6K	–	1712
2025 Q4	$58.6K	Buy	+12,265	New	+$58.2K	﹤0.01%	1615
2025 Q3	–	Sell	-13,781	Closed	-$49.7K	–	1825
2025 Q2	$49.7K	Hold	13,781	–	–	﹤0.01%	1652
2025 Q1	$50.9K	Hold	13,781	–	–	﹤0.01%	1625
2024 Q4	$49.2K	Sell	13,781 -3,935	-22%	-$16.4K	﹤0.01%	1661
2024 Q3	$91.8K	Hold	17,716	–	–	﹤0.01%	1491
2024 Q2	$103K	Hold	17,716	–	–	﹤0.01%	1428
2024 Q1	$87.9K	Hold	17,716	–	–	﹤0.01%	1435
2023 Q4	$69.6K	Hold	17,716	–	–	﹤0.01%	1428
2023 Q3	$56.3K	Hold	17,716	–	–	﹤0.01%	1401
2023 Q2	$58.8K	Buy	+17,716	New	+$62.2K	﹤0.01%	1444
2022 Q4	–	Sell	-17,654	Closed	-$44K	–	1565
2022 Q3	$44K	Buy	17,654 +467	+3%	+$1.58K	﹤0.01%	1365
2022 Q2	$66K	Buy	17,187 +968	+6%	+$4.13K	﹤0.01%	1373
2022 Q1	$77K	Sell	16,219 -1,600	-9%	-$6.53K	﹤0.01%	1351
2021 Q4	$67K	Buy	17,819 +178	+1%	+$726	﹤0.01%	1385
2021 Q3	$91K	Sell	17,641 -619	-3%	-$2.39K	﹤0.01%	1377
2021 Q2	$73K	Buy	+18,260	New	+$64K	﹤0.01%	1206
2019 Q1	–	Sell	-122,600	Closed	-$218K	–	1305
2018 Q4	$218K	Buy	+122,600	New	+$278K	﹤0.01%	1081

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

Mackenzie Financial's SB Position: Q1 2026 in Review

Mackenzie Financial sold out of Safe Bulkers (SB) in Q1 2026, closing a stake of 12,265 shares — an estimated $58.6K sold.

Mackenzie Financial first reported a position in SB in Q4 2018 and held it in 17 quarters. The position peaked at $218K in Q4 2018. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Mackenzie Financial reported no remaining Safe Bulkers position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 12,265 Safe Bulkers shares in Q1 2026, an estimated $58.6K.
Mackenzie Financial first reported a position in Safe Bulkers in Q4 2018 and held it in 17 quarters.
Mackenzie Financial's Safe Bulkers position peaked at $218K in Q4 2018.
146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.