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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
Q2 		$11.3K Hold
1,787
– – ﹤0.01% 2022
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 $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's SB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Safe Bulkers (SB) position steady in Q2 2026 at 1,787 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Pinnacle Wealth Planning Services first reported a position in SB in Q4 2023 and has held it in 9 quarters since. The position peaked at $67.5K in Q2 2024. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,787 shares of Safe Bulkers worth $11.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2022 holding.
  • Pinnacle Wealth Planning Services first reported a position in Safe Bulkers in Q4 2023 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's Safe Bulkers position peaked at $67.5K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.