ORG Wealth Partners
SB icon

ORG Wealth Partners’s Safe Bulkers SB Stock Holding History

ORG Wealth Partners’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
Q3 		$179 Buy
+21
New +$166 ﹤0.01% 2372

Other funds holding SB

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

ORG Wealth Partners's SB Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Safe Bulkers (SB) in Q3 2026: 21 shares worth $179. The stake represents ﹤0.01% of the portfolio and ranks #2372 among its holdings.

85 funds tracked by Wall St. Rank hold SB as of Q3 2026.

  • ORG Wealth Partners held 21 shares of Safe Bulkers worth $179 as of Q3 2026.
  • Safe Bulkers was a new ORG Wealth Partners position in Q3 2026.
  • Safe Bulkers made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2372 holding.
  • 85 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.