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MBE Wealth Management’s Diana Shipping DSX Stock Holding History

MBE Wealth Management’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.8K Buy
20,851
+75
+0.4% +$185 0.02% 169
2026
Q1 		$51.9K Buy
20,776
+85
+0.4% +$195 0.02% 140
2025
Q4 		$34.3K Buy
20,691
+118
+0.6% +$205 0.01% 132
2025
Q3 		$34.6K Buy
20,573
+109
+0.5% +$180 0.01% 137
2025
Q2 		$29.9K Buy
20,464
+126
+0.6% +$189 0.01% 134
2025
Q1 		$31.7K Buy
20,338
+116
+0.6% +$211 0.02% 120
2024
Q4 		$39.6K Buy
20,222
+105
+0.5% +$224 0.02% 101
2024
Q3 		$51.7K Buy
20,117
+579
+3% +$1.49K 0.03% 98
2024
Q2 		$55.9K Buy
19,538
+507
+3% +$1.5K 0.03% 92
2024
Q1 		$55K Buy
19,031
+454
+2% +$1.35K 0.03% 91
2023
Q4 		$55.2K Sell
18,577
-3,717
-17% -$10.3K 0.03% 92
2023
Q3 		$61.7K Buy
22,294
+875
+4% +$2.56K 0.04% 79
2023
Q2 		$63K Buy
21,419
+8,493
+66% +$26K 0.03% 80
2023
Q1 		$40.2K Buy
+12,926
New +$41.8K 0.02% 75

Other funds holding DSX

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

MBE Wealth Management's DSX Position: Q2 2026 in Review

MBE Wealth Management increased its Diana Shipping (DSX) stake by 0.36% in Q2 2026, buying an estimated $185 and bringing the position to 20,851 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #169.

MBE Wealth Management first reported a position in DSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $63K in Q2 2023. 12 funds tracked by Wall St. Rank hold DSX as of Q2 2026.

  • MBE Wealth Management held 20,851 shares of Diana Shipping worth $43.8K as of Q2 2026.
  • MBE Wealth Management bought 75 Diana Shipping shares in Q2 2026, an estimated $185.
  • Diana Shipping made up 0.02% of MBE Wealth Management's portfolio in Q2 2026, its #169 holding.
  • MBE Wealth Management first reported a position in Diana Shipping in Q1 2023 and has held it in 14 quarters since.
  • MBE Wealth Management's Diana Shipping position peaked at $63K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Diana Shipping as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.