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 Q2	–	Sell	-144	Closed	-$912	–	2640
2026 Q1	$912	Buy	+144	New	+$840	﹤0.01%	2645

Other funds holding SB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

FAM

Fearnley Asset Management Oslo $278M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Root Financial Partners's SB Position: Q2 2026 in Review

Root Financial Partners sold out of Safe Bulkers (SB) in Q2 2026, closing a stake of 144 shares — an estimated $912 sold.

Root Financial Partners first reported a position in SB in Q1 2026 and held it in 1 quarter. The position peaked at $912 in Q1 2026. 159 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Root Financial Partners reported no remaining Safe Bulkers position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 144 Safe Bulkers shares in Q2 2026, an estimated $912.
Root Financial Partners first reported a position in Safe Bulkers in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Safe Bulkers position peaked at $912 in Q1 2026.
159 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.