USA Financial Formulas’s Star Bulk Carriers SBLK Stock Holding History

USA Financial Formulas’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	–	Sell	-1,346	Closed	-$25.9K	–	512
2025 Q4	$25.9K	Buy	+1,346	New	+$25.1K	﹤0.01%	252
2024 Q3	–	Sell	-1,356	Closed	-$33.1K	–	357
2024 Q2	$33.1K	Buy	+1,356	New	+$33.7K	0.01%	244
2022 Q3	–	Sell	-4,422	Closed	-$111K	–	400
2022 Q2	$111K	Buy	4,422 +1,850	+72%	+$53.6K	0.14%	89
2022 Q1	$76K	Buy	+2,572	New	+$67.3K	0.08%	114
2021 Q3	–	Sell	-5,438	Closed	-$125K	–	469
2021 Q2	$125K	Sell	5,438 -2,565	-32%	-$50.7K	0.1%	157
2021 Q1	$117K	Buy	+8,003	New	+$103K	0.1%	161

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

USA Financial Formulas's SBLK Position: Q1 2026 in Review

USA Financial Formulas sold out of Star Bulk Carriers (SBLK) in Q1 2026, closing a stake of 1,346 shares — an estimated $25.9K sold.

USA Financial Formulas first reported a position in SBLK in Q1 2021 and held it in 6 quarters. The position peaked at $125K in Q2 2021. 187 funds tracked by Wall St. Rank hold SBLK as of Q1 2026.

USA Financial Formulas reported no remaining Star Bulk Carriers position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 1,346 Star Bulk Carriers shares in Q1 2026, an estimated $25.9K.
USA Financial Formulas first reported a position in Star Bulk Carriers in Q1 2021 and held it in 6 quarters.
USA Financial Formulas's Star Bulk Carriers position peaked at $125K in Q2 2021.
187 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.