SPC
SB icon

Sigma Planning Corp’s Safe Bulkers SB Stock Holding History

Sigma Planning Corp’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 		$73.9K Buy
11,675
+23
+0.2% +$134 ﹤0.01% 1291
2025
Q4 		$56.2K Sell
11,652
-223
-2% -$1.06K ﹤0.01% 1278
2025
Q3 		$52.7K Buy
11,875
+172
+1% +$730 ﹤0.01% 1279
2025
Q2 		$42.2K Sell
11,703
-96
-0.8% -$344 ﹤0.01% 1234
2025
Q1 		$43.5K Buy
11,799
+14
+0.1% +$51 ﹤0.01% 1187
2024
Q4 		$42.1K Buy
11,785
+2
+0% +$8 ﹤0.01% 1150
2024
Q3 		$61K Buy
11,783
+47
+0.4% +$242 ﹤0.01% 1184
2024
Q2 		$68.3K Buy
11,736
+78
+0.7% +$420 ﹤0.01% 1150
2024
Q1 		$57.8K Buy
+11,658
New +$51.3K ﹤0.01% 1194
2023
Q4 		– Sell
-11,518
Closed -$37.3K – 1115
2023
Q3 		$37.3K Buy
+11,518
New +$37.2K ﹤0.01% 1164
2021
Q4 		– Sell
-11,943
Closed -$62K – 1456
2021
Q3 		$62K Buy
11,943
+100
+0.8% +$386 ﹤0.01% 1335
2021
Q2 		$47K Buy
+11,843
New +$41.5K ﹤0.01% 1400

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

Sigma Planning Corp's SB Position: Q1 2026 in Review

Sigma Planning Corp increased its Safe Bulkers (SB) stake by 0.2% in Q1 2026, buying an estimated $134 and bringing the position to 11,675 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Sigma Planning Corp first reported a position in SB in Q2 2021 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold SB as of Q1 2026.

  • Sigma Planning Corp held 11,675 shares of Safe Bulkers worth $73.9K as of Q1 2026.
  • Sigma Planning Corp bought 23 Safe Bulkers shares in Q1 2026, an estimated $134.
  • Safe Bulkers made up ﹤0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1291 holding.
  • Sigma Planning Corp first reported a position in Safe Bulkers in Q2 2021 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.