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Savvy Advisors Inc’s Safe Bulkers SB Stock Holding History

Savvy Advisors Inc’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 		$99.7K Hold
15,800
– – ﹤0.01% 1230
2026
Q1 		$100K Sell
15,800
-1,100
-7% -$6.42K ﹤0.01% 1109
2025
Q4 		$81.5K Sell
16,900
-5,600
-25% -$26.6K ﹤0.01% 993
2025
Q3 		$99.9K Sell
22,500
-1,700
-7% -$7.21K ﹤0.01% 806
2025
Q2 		$87.4K Buy
+24,200
New +$86.6K 0.01% 638

Other funds holding SB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Savvy Advisors Inc's SB Position: Q2 2026 in Review

Savvy Advisors Inc held its Safe Bulkers (SB) position steady in Q2 2026 at 15,800 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Savvy Advisors Inc first reported a position in SB in Q2 2025 and has held it in 5 quarters since. The position peaked at $100K in Q1 2026. 160 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Savvy Advisors Inc held 15,800 shares of Safe Bulkers worth $99.7K as of Q2 2026.
  • Savvy Advisors Inc left its Safe Bulkers share count unchanged in Q2 2026.
  • Safe Bulkers made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1230 holding.
  • Savvy Advisors Inc first reported a position in Safe Bulkers in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Safe Bulkers position peaked at $100K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.