SVB Wealth’s Safe Bulkers SB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-598	Closed	-$2.21K	–	1412
2025 Q1	$2.21K	Buy	+598	New	+$2.18K	﹤0.01%	1212

Other funds holding SB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

SVB Wealth's SB Position: Q2 2025 in Review

SVB Wealth sold out of Safe Bulkers (SB) in Q2 2025, closing a stake of 598 shares — an estimated $2.21K sold.

SVB Wealth first reported a position in SB in Q1 2025 and held it in 1 quarter. The position peaked at $2.21K in Q1 2025. 128 funds tracked by Wall St. Rank hold SB as of Q2 2025.

SVB Wealth reported no remaining Safe Bulkers position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 598 Safe Bulkers shares in Q2 2025, an estimated $2.21K.
SVB Wealth first reported a position in Safe Bulkers in Q1 2025 and held it in 1 quarter.
SVB Wealth's Safe Bulkers position peaked at $2.21K in Q1 2025.
128 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.