Root Financial Partners’s Safe Bulkers SB Stock Holding History

Root Financial Partners’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	$912	Buy	+144	New	+$840	﹤0.01%	2645

Other funds holding SB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $306M AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's SB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Safe Bulkers (SB) in Q1 2026: 144 shares worth $912. The stake represents ﹤0.01% of the portfolio and ranks #2645 among its holdings.

147 funds tracked by Wall St. Rank hold SB as of Q1 2026.

Root Financial Partners held 144 shares of Safe Bulkers worth $912 as of Q1 2026.
Safe Bulkers was a new Root Financial Partners position in Q1 2026.
Safe Bulkers made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2645 holding.
147 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.