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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
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

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American Century Companies
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Rothschild Investment LLC's SB Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Safe Bulkers (SB) in Q1 2026: 2 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #3569 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in SB as recently as Q1 2025.

Rothschild Investment LLC first reported a position in SB in Q2 2024 and has held it in 4 quarters since. The position peaked at $146 in Q2 2024. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Rothschild Investment LLC held 2 shares of Safe Bulkers worth $13 as of Q1 2026.
  • Safe Bulkers was a new Rothschild Investment LLC position in Q1 2026.
  • Safe Bulkers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3569 holding.
  • Rothschild Investment LLC first reported a position in Safe Bulkers in Q2 2024 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Safe Bulkers position peaked at $146 in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.