RAFFA WEALTH MANAGEMENT, LLC’s Safe Bulkers SB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2026 Q2	$789	Hold	125	–	–	﹤0.01%	1092
2026 Q1	$791	Hold	125	–	–	﹤0.01%	1000
2025 Q4	$603	Hold	125	–	–	﹤0.01%	1042
2025 Q3	$555	Hold	125	–	–	﹤0.01%	1050
2025 Q2	$451	Hold	125	–	–	﹤0.01%	1020
2025 Q1	$461	Hold	125	–	–	﹤0.01%	974
2024 Q4	$446	Hold	125	–	–	﹤0.01%	1016
2024 Q3	$648	Hold	125	–	–	﹤0.01%	942
2024 Q2	$728	Buy	+125	New	+$673	﹤0.01%	983
2022 Q4	–	Sell	-209	Closed	-$516	–	1145
2022 Q3	$516	Buy	+209	New	+$707	﹤0.01%	1027

Other funds holding SB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Safe Bulkers (SB) position steady in Q2 2026 at 125 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SB in Q3 2022 and has held it in 10 quarters since. The position peaked at $791 in Q1 2026. 25 funds tracked by Wall St. Rank hold SB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 125 shares of Safe Bulkers worth $789 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Safe Bulkers share count unchanged in Q2 2026.
Safe Bulkers made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1092 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Safe Bulkers in Q3 2022 and has held it in 10 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Safe Bulkers position peaked at $791 in Q1 2026.
25 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.