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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
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 $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $306M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savvy Advisors Inc's SB Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Safe Bulkers (SB) stake by 6.5% in Q1 2026, selling an estimated $6.42K and leaving 15,800 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Savvy Advisors Inc first reported a position in SB in Q2 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Savvy Advisors Inc held 15,800 shares of Safe Bulkers worth $100K as of Q1 2026.
  • Savvy Advisors Inc sold 1,100 Safe Bulkers shares in Q1 2026, an estimated $6.42K.
  • Safe Bulkers made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1109 holding.
  • Savvy Advisors Inc first reported a position in Safe Bulkers in Q2 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.