Principle Wealth Partners’s Star Bulk Carriers SBLK Stock Holding History

Principle Wealth Partners’s Portfolio SBLK Stock Details SBLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,915	Closed	-$188K	–	367
2025 Q2	$188K	Hold	10,915	–	–	0.01%	351
2025 Q1	$170K	Buy	+10,915	New	+$170K	0.01%	334
2024 Q4	–	Sell	-12,176	Closed	-$288K	–	345
2024 Q3	$288K	Sell	12,176 -1,196	-9%	-$26.5K	0.02%	289
2024 Q2	$326K	Sell	13,372 -25	-0.2%	-$621	0.02%	269
2024 Q1	$320K	Buy	13,397 +200	+2%	+$4.53K	0.03%	270
2023 Q4	$281K	Hold	13,197	–	–	0.02%	276
2023 Q3	$254K	Sell	13,197 -1,900	-13%	-$33.8K	0.03%	276
2023 Q2	$267K	Hold	15,097	–	–	0.03%	279
2023 Q1	$319K	Hold	15,097	–	–	0.03%	248
2022 Q4	$290K	Buy	15,097 +1,205	+9%	+$23.5K	0.03%	252
2022 Q3	$243K	Hold	13,892	–	–	0.02%	257
2022 Q2	$347K	Hold	13,892	–	–	0.04%	230
2022 Q1	$412K	Hold	13,892	–	–	0.04%	222
2021 Q4	$315K	Buy	+13,892	New	+$292K	0.03%	255

Other funds holding SBLK

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Principle Wealth Partners's SBLK Position: Q3 2025 in Review

Principle Wealth Partners sold out of Star Bulk Carriers (SBLK) in Q3 2025, closing a stake of 10,915 shares — an estimated $188K sold.

Principle Wealth Partners first reported a position in SBLK in Q4 2021 and held it in 14 quarters. The position peaked at $412K in Q1 2022. 165 funds tracked by Wall St. Rank hold SBLK as of Q3 2025.

Principle Wealth Partners reported no remaining Star Bulk Carriers position as of Q3 2025 after selling out during the quarter.
Principle Wealth Partners sold 10,915 Star Bulk Carriers shares in Q3 2025, an estimated $188K.
Principle Wealth Partners first reported a position in Star Bulk Carriers in Q4 2021 and held it in 14 quarters.
Principle Wealth Partners's Star Bulk Carriers position peaked at $412K in Q1 2022.
165 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.