Rothwell Investment Advisors, LLC’s Costamare CMRE Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.86K	Buy	+399	New	+$6K	﹤0.01%	881

Other funds holding CMRE

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CMRE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Costamare (CMRE) in Q3 2026: 399 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

71 funds tracked by Wall St. Rank hold CMRE as of Q3 2026.

Rothwell Investment Advisors, LLC held 399 shares of Costamare worth $5.86K as of Q3 2026.
Costamare was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Costamare made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #881 holding.
71 funds tracked by Wall St. Rank held Costamare as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.