RWM
SB icon

Raffa Wealth Management’s Safe Bulkers SB Stock Holding History

Raffa Wealth Management’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 		$789 Hold
125
– – ﹤0.01% 1092
2026
Q1 		$791 Hold
125
– – ﹤0.01% 1000
2025
Q4 		$603 Hold
125
– – ﹤0.01% 1042
2025
Q3 		$555 Hold
125
– – ﹤0.01% 1050
2025
Q2 		$451 Hold
125
– – ﹤0.01% 1020
2025
Q1 		$461 Hold
125
– – ﹤0.01% 974
2024
Q4 		$446 Hold
125
– – ﹤0.01% 1016
2024
Q3 		$648 Hold
125
– – ﹤0.01% 942
2024
Q2 		$728 Buy
+125
New +$673 ﹤0.01% 983
2022
Q4 		– Sell
-209
Closed -$516 – 1145
2022
Q3 		$516 Buy
+209
New +$707 ﹤0.01% 1027

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raffa Wealth Management's SB Position: Q2 2026 in Review

Raffa Wealth Management held its Safe Bulkers (SB) position steady in Q2 2026 at 125 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Raffa Wealth Management first reported a position in SB in Q3 2022 and has held it in 10 quarters since. The position peaked at $791 in Q1 2026. 146 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Raffa Wealth Management held 125 shares of Safe Bulkers worth $789 as of Q2 2026.
  • Raffa Wealth Management left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1092 holding.
  • Raffa Wealth Management first reported a position in Safe Bulkers in Q3 2022 and has held it in 10 quarters since.
  • Raffa Wealth Management's Safe Bulkers position peaked at $791 in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.