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Sage Investment Counsel’s Safe Bulkers SB Stock Holding History

Sage Investment Counsel’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
-24,900
Closed -$158K – 134
2026
Q1 		$158K Sell
24,900
-100
-0.4% -$583 0.17% 113
2025
Q4 		$121K Hold
25,000
– – 0.13% 114
2025
Q3 		$111K Hold
25,000
– – 0.12% 116
2025
Q2 		$90.3K Hold
25,000
– – 0.1% 116
2025
Q1 		$92.3K Hold
25,000
– – 0.12% 110
2024
Q4 		$89.3K Buy
+25,000
New +$104K 0.12% 113

Other funds holding SB

NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sage Investment Counsel's SB Position: Q2 2026 in Review

Sage Investment Counsel sold out of Safe Bulkers (SB) in Q2 2026, closing a stake of 24,900 shares — an estimated $158K sold.

Sage Investment Counsel first reported a position in SB in Q4 2024 and held it in 6 quarters. The position peaked at $158K in Q1 2026. 36 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Sage Investment Counsel reported no remaining Safe Bulkers position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 24,900 Safe Bulkers shares in Q2 2026, an estimated $158K.
  • Sage Investment Counsel first reported a position in Safe Bulkers in Q4 2024 and held it in 6 quarters.
  • Sage Investment Counsel's Safe Bulkers position peaked at $158K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.