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Pinnacle Wealth Planning Services’s Safe Bulkers SB Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$11.3K Hold
1,787
– – ﹤0.01% 1952
2025
Q4 		$8.61K Buy
+1,787
New +$8.48K ﹤0.01% 2069
2025
Q2 		– Sell
-11,234
Closed -$41.5K – 477
2025
Q1 		$41.5K Buy
11,234
+725
+7% +$2.64K 0.01% 394
2024
Q4 		$37.5K Sell
10,509
-1,086
-9% -$4.54K 0.01% 386
2024
Q3 		$60.1K Hold
11,595
– – 0.01% 519
2024
Q2 		$67.5K Hold
11,595
– – 0.01% 496
2024
Q1 		$57.5K Hold
11,595
– – 0.01% 500
2023
Q4 		$45.6K Buy
+11,595
New +$40.8K 0.01% 477

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $306M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's SB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Safe Bulkers (SB) position steady in Q1 2026 at 1,787 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Pinnacle Wealth Planning Services first reported a position in SB in Q4 2023 and has held it in 8 quarters since. The position peaked at $67.5K in Q2 2024. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,787 shares of Safe Bulkers worth $11.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Safe Bulkers share count unchanged in Q1 2026.
  • Safe Bulkers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1952 holding.
  • Pinnacle Wealth Planning Services first reported a position in Safe Bulkers in Q4 2023 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Safe Bulkers position peaked at $67.5K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.