Physician Wealth Advisors’s Safe Bulkers SB Stock Holding History

Physician Wealth Advisors’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	$1.16K	Sell	184 -239	-57%	-$1.6K	﹤0.01%	1762
2026 Q1	$2.68K	Sell	423 -159	-27%	-$928	﹤0.01%	1230
2025 Q4	$2.81K	Buy	582 +143	+33%	+$678	﹤0.01%	1153
2025 Q3	$1.95K	Sell	439 -101	-19%	-$428	﹤0.01%	1239
2025 Q2	$1.95K	Buy	540 +345	+177%	+$1.24K	﹤0.01%	1054
2025 Q1	$720	Buy	+195	New	+$711	﹤0.01%	1267

Other funds holding SB

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's SB Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Safe Bulkers (SB) stake by 57% in Q2 2026, selling an estimated $1.6K and leaving 184 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Physician Wealth Advisors first reported a position in SB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.81K in Q4 2025. 37 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Physician Wealth Advisors held 184 shares of Safe Bulkers worth $1.16K as of Q2 2026.
Physician Wealth Advisors sold 239 Safe Bulkers shares in Q2 2026, an estimated $1.6K.
Safe Bulkers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1762 holding.
Physician Wealth Advisors first reported a position in Safe Bulkers in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Safe Bulkers position peaked at $2.81K in Q4 2025.
37 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.