Sierra Summit Advisors’s Safe Bulkers SB Stock Holding History

Sierra Summit Advisors’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 Q3	$1.61M	Buy	+188,676	New	+$1.49M	0.19%	77

Other funds holding SB

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sierra Summit Advisors's SB Position: Q3 2026 in Review

Sierra Summit Advisors opened a new position in Safe Bulkers (SB) in Q3 2026: 188,676 shares worth $1.61M. The stake represents 0.19% of the portfolio and ranks #77 among its holdings.

33 funds tracked by Wall St. Rank hold SB as of Q3 2026.

Sierra Summit Advisors held 188,676 shares of Safe Bulkers worth $1.61M as of Q3 2026.
Safe Bulkers was a new Sierra Summit Advisors position in Q3 2026.
Safe Bulkers made up 0.19% of Sierra Summit Advisors's portfolio in Q3 2026, its #77 holding.
33 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.