Root Financial Partners
SB icon

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
Q3 		$1.74K Buy
+204
New +$1.62K ﹤0.01% 2705
2026
Q2 		– Sell
-144
Closed -$912 – 2640
2026
Q1 		$912 Buy
+144
New +$840 ﹤0.01% 2645

Other funds holding SB

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's SB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Safe Bulkers (SB) in Q3 2026: 204 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #2705 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SB as recently as Q1 2026.

Root Financial Partners first reported a position in SB in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold SB as of Q3 2026.

  • Root Financial Partners held 204 shares of Safe Bulkers worth $1.74K as of Q3 2026.
  • Safe Bulkers was a new Root Financial Partners position in Q3 2026.
  • Safe Bulkers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2705 holding.
  • Root Financial Partners first reported a position in Safe Bulkers in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.