Rothschild Investment LLC’s Safe Bulkers SB Stock Holding History

Rothschild Investment LLC’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	$145	Buy	23 +21	+1,050%	+$140	﹤0.01%	3480
2026 Q1	$13	Buy	+2	New	+$12	﹤0.01%	3569
2025 Q2	–	Sell	-35	Closed	-$129	–	3165
2025 Q1	$129	Buy	+35	New	+$128	﹤0.01%	2928
2024 Q4	–	Sell	-25	Closed	-$130	–	3041
2024 Q3	$130	Hold	25	–	–	﹤0.01%	2805
2024 Q2	$146	Buy	+25	New	+$135	﹤0.01%	2582

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Safe Bulkers (SB) stake by 1,050% in Q2 2026, buying an estimated $140 and bringing the position to 23 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

Rothschild Investment LLC first reported a position in SB in Q2 2024 and has held it in 5 quarters since. The position peaked at $146 in Q2 2024. 159 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Rothschild Investment LLC held 23 shares of Safe Bulkers worth $145 as of Q2 2026.
Rothschild Investment LLC bought 21 Safe Bulkers shares in Q2 2026, an estimated $140.
Safe Bulkers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3480 holding.
Rothschild Investment LLC first reported a position in Safe Bulkers in Q2 2024 and has held it in 5 quarters since.
Rothschild Investment LLC's Safe Bulkers position peaked at $146 in Q2 2024.
159 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.