MAA
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Mraz Amerine & Associates’s Safe Bulkers SB Stock Holding History

Mraz Amerine & Associates’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 		$104K Hold
16,500
– – 0.01% 189
2026
Q1 		$104K Hold
16,500
– – 0.02% 179
2025
Q4 		$79.5K Hold
16,500
– – 0.01% 185
2025
Q3 		$73.3K Hold
16,500
– – 0.01% 184
2025
Q2 		$59.6K Hold
16,500
– – 0.01% 185
2025
Q1 		$62K Buy
16,500
+3,155
+24% +$11.5K 0.01% 163
2024
Q4 		$47.6K Hold
13,345
– – 0.01% 164
2024
Q3 		$69.1K Hold
13,345
– – 0.01% 162
2024
Q2 		$77.7K Sell
13,345
-1
-0% -$5 0.02% 163
2024
Q1 		$66.2K Hold
13,346
– – 0.01% 175
2023
Q4 		$52.5K Hold
13,346
– – 0.01% 173
2023
Q3 		$43.2K Buy
+13,346
New +$43.1K 0.01% 170
2014
Q3 		– Sell
-11,600
Closed -$113K – 152
2014
Q2 		$113K Hold
11,600
– – 0.04% 136
2014
Q1 		$110K Hold
11,600
– – 0.05% 134
2013
Q4 		$121K Hold
11,600
– – 0.05% 129
2013
Q3 		$79K Hold
11,600
– – 0.04% 125
2013
Q2 		$62K Buy
+11,600
New +$59K 0.03% 124

Other funds holding SB

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Mraz Amerine & Associates's SB Position: Q2 2026 in Review

Mraz Amerine & Associates held its Safe Bulkers (SB) position steady in Q2 2026 at 16,500 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #189.

Mraz Amerine & Associates first reported a position in SB in Q2 2013 and has held it in 17 quarters since. The position peaked at $121K in Q4 2013. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Mraz Amerine & Associates held 16,500 shares of Safe Bulkers worth $104K as of Q2 2026.
  • Mraz Amerine & Associates left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up 0.01% of Mraz Amerine & Associates's portfolio in Q2 2026, its #189 holding.
  • Mraz Amerine & Associates first reported a position in Safe Bulkers in Q2 2013 and has held it in 17 quarters since.
  • Mraz Amerine & Associates's Safe Bulkers position peaked at $121K in Q4 2013.
  • 14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.