Plancorp LLC
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Plancorp LLC’s Safe Bulkers SB Stock Holding History

Plancorp LLC’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 		$90.1K Buy
+11,250
New +$89.1K ﹤0.01% 455

Other funds holding SB

CWA Asset Management Group
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Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Plancorp LLC's SB Position: Q3 2026 in Review

Plancorp LLC opened a new position in Safe Bulkers (SB) in Q3 2026: 11,250 shares worth $90.1K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

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

  • Plancorp LLC held 11,250 shares of Safe Bulkers worth $90.1K as of Q3 2026.
  • Safe Bulkers was a new Plancorp LLC position in Q3 2026.
  • Safe Bulkers made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #455 holding.
  • 51 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.