Summit Securities Group’s Star Bulk Carriers SBLK Stock Holding History

Summit Securities Group’s Portfolio SBLK Stock Details SBLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	11,200 +2,800	+33%	+$72.4K	0.03%	234
2026 Q1	$193K	Buy	+8,400	New	+$191K	0.02%	230
2025 Q1	–	Sell	-300	Closed	-$4.49K	–	1063
2024 Q4	$4.49K	Sell	300 -234	-44%	-$4.35K	﹤0.01%	520
2024 Q3	$13K	Buy	+534	New	+$11.9K	﹤0.01%	359
2024 Q2	–	Sell	-1,200	Closed	-$29K	–	763
2024 Q1	$29K	Sell	1,200 -7,800	-87%	-$177K	﹤0.01%	287
2023 Q4	$191K	Sell	9,000 -400	-4%	-$7.88K	0.02%	259
2023 Q3	$181K	Hold	9,400	–	–	0.02%	184
2023 Q2	$166K	Sell	9,400 -3,000	-24%	-$57.7K	0.02%	237
2023 Q1	$262K	Sell	12,400 -800	-6%	-$17.5K	0.02%	190
2022 Q4	$254K	Sell	13,200 -5,100	-28%	-$99.3K	0.01%	431
2022 Q3	$320K	Buy	18,300 +1,400	+8%	+$31.9K	0.02%	328
2022 Q2	$422K	Sell	16,900 -20,300	-55%	-$589K	0.05%	205
2022 Q1	$1.1M	Buy	37,200 +9,600	+35%	+$251K	0.12%	134
2021 Q4	$626K	Buy	+27,600	New	+$581K	0.03%	321

Other funds holding SBLK

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $278M AUM

Summit Securities Group's SBLK Position: Q2 2026 in Review

Summit Securities Group increased its Star Bulk Carriers (SBLK) stake by 33% in Q2 2026, buying an estimated $72.4K and bringing the position to 11,200 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #234.

Summit Securities Group first reported a position in SBLK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2022. 202 funds tracked by Wall St. Rank hold SBLK as of Q2 2026.

Summit Securities Group held 11,200 shares of Star Bulk Carriers worth $280K as of Q2 2026.
Summit Securities Group bought 2,800 Star Bulk Carriers shares in Q2 2026, an estimated $72.4K.
Star Bulk Carriers made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #234 holding.
Summit Securities Group first reported a position in Star Bulk Carriers in Q4 2021 and has held it in 14 quarters since.
Summit Securities Group's Star Bulk Carriers position peaked at $1.1M in Q1 2022.
202 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.