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Valley National Advisers’s Star Bulk Carriers SBLK Stock Holding History

Valley National Advisers’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
2025
Q4 		– Sell
-631
Closed -$11K – 940
2025
Q3 		$11K Hold
631
– – ﹤0.01% 549
2025
Q2 		$10K Hold
631
– – ﹤0.01% 566
2025
Q1 		$9K Hold
631
– – ﹤0.01% 583
2024
Q4 		$9K Hold
631
– – ﹤0.01% 563
2024
Q3 		$14K Hold
631
– – ﹤0.01% 484
2024
Q2 		$15K Buy
+631
New +$15.7K ﹤0.01% 551

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Valley National Advisers's SBLK Position: Q4 2025 in Review

Valley National Advisers sold out of Star Bulk Carriers (SBLK) in Q4 2025, closing a stake of 631 shares — an estimated $11K sold.

Valley National Advisers first reported a position in SBLK in Q2 2024 and held it in 6 quarters. The position peaked at $15K in Q2 2024. 174 funds tracked by Wall St. Rank hold SBLK as of Q4 2025.

  • Valley National Advisers reported no remaining Star Bulk Carriers position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 631 Star Bulk Carriers shares in Q4 2025, an estimated $11K.
  • Valley National Advisers first reported a position in Star Bulk Carriers in Q2 2024 and held it in 6 quarters.
  • Valley National Advisers's Star Bulk Carriers position peaked at $15K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.