Mackenzie Financial
SB icon

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
Q2 		$86K Buy
+13,637
New +$91.1K ﹤0.01% 1524
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mackenzie Financial's SB Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Safe Bulkers (SB) in Q2 2026: 13,637 shares worth $86K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SB as recently as Q4 2025.

Mackenzie Financial first reported a position in SB in Q4 2018 and has held it in 18 quarters since. The position peaked at $218K in Q4 2018. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Mackenzie Financial held 13,637 shares of Safe Bulkers worth $86K as of Q2 2026.
  • Safe Bulkers was a new Mackenzie Financial position in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1524 holding.
  • Mackenzie Financial first reported a position in Safe Bulkers in Q4 2018 and has held it in 18 quarters since.
  • Mackenzie Financial's Safe Bulkers position peaked at $218K in Q4 2018.
  • 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.