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 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 $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Securities Group's SBLK Position: Q1 2026 in Review

Summit Securities Group opened a new position in Star Bulk Carriers (SBLK) in Q1 2026: 8,400 shares worth $193K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SBLK as recently as Q4 2024.

Summit Securities Group first reported a position in SBLK in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.1M in Q1 2022. 187 funds tracked by Wall St. Rank hold SBLK as of Q1 2026.

Summit Securities Group held 8,400 shares of Star Bulk Carriers worth $193K as of Q1 2026.
Star Bulk Carriers was a new Summit Securities Group position in Q1 2026.
Star Bulk Carriers made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #230 holding.
Summit Securities Group first reported a position in Star Bulk Carriers in Q4 2021 and has held it in 13 quarters since.
Summit Securities Group's Star Bulk Carriers position peaked at $1.1M in Q1 2022.
187 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.