Wealth Enhancement Advisory Services
SB icon

Wealth Enhancement Advisory Services’s Safe Bulkers SB Stock Holding History

Wealth Enhancement Advisory Services’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 		$157K Buy
22,756
+3,500
+18% +$23.4K ﹤0.01% 3678
2026
Q1 		$127K Sell
19,256
-97,656
-84% -$570K ﹤0.01% 3266
2025
Q4 		$588K Buy
116,912
+3,148
+3% +$14.9K ﹤0.01% 2356
2025
Q3 		$499K Buy
113,764
+539
+0.5% +$2.29K ﹤0.01% 2374
2025
Q2 		$428K Sell
113,225
-543
-0.5% -$1.94K ﹤0.01% 2338
2025
Q1 		$420K Buy
113,768
+3,006
+3% +$11K ﹤0.01% 2171
2024
Q4 		$395K Sell
110,762
-1,723
-2% -$7.2K ﹤0.01% 2163
2024
Q3 		$583K Buy
112,485
+11,040
+11% +$56.8K ﹤0.01% 1727
2024
Q2 		$590K Buy
101,445
+708
+0.7% +$3.81K ﹤0.01% 1550
2024
Q1 		$500K Buy
100,737
+55
+0.1% +$242 ﹤0.01% 1587
2023
Q4 		$396K Sell
100,682
-9,648
-9% -$33.9K ﹤0.01% 1652
2023
Q3 		$357K Buy
110,330
+91,075
+473% +$294K ﹤0.01% 1628
2023
Q2 		$62.8K Hold
19,255
– – ﹤0.01% 508
2023
Q1 		$71.1K Buy
+19,255
New +$64.7K ﹤0.01% 515

Other funds holding SB

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's SB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Safe Bulkers (SB) stake by 18% in Q2 2026, buying an estimated $23.4K and bringing the position to 22,756 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

Wealth Enhancement Advisory Services first reported a position in SB in Q1 2023 and has held it in 14 quarters since. The position peaked at $590K in Q2 2024. 14 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,756 shares of Safe Bulkers worth $157K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,500 Safe Bulkers shares in Q2 2026, an estimated $23.4K.
  • Safe Bulkers made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3678 holding.
  • Wealth Enhancement Advisory Services first reported a position in Safe Bulkers in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Safe Bulkers position peaked at $590K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.