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Nvest Wealth Strategies’s Star Bulk Carriers SBLK Stock Holding History

Nvest Wealth Strategies’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.54K Hold
262
– – ﹤0.01% 139
2026
Q1 		$6.02K Hold
262
– – ﹤0.01% 140
2025
Q4 		$5.04K Buy
+262
New +$4.89K ﹤0.01% 152

Other funds holding SBLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Nvest Wealth Strategies's SBLK Position: Q2 2026 in Review

Nvest Wealth Strategies held its Star Bulk Carriers (SBLK) position steady in Q2 2026 at 262 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Nvest Wealth Strategies first reported a position in SBLK in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold SBLK as of Q2 2026.

  • Nvest Wealth Strategies held 262 shares of Star Bulk Carriers worth $6.54K as of Q2 2026.
  • Nvest Wealth Strategies left its Star Bulk Carriers share count unchanged in Q2 2026.
  • Star Bulk Carriers made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #139 holding.
  • Nvest Wealth Strategies first reported a position in Star Bulk Carriers in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.