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Action Point Financial Planning’s Costamare CMRE Stock Holding History

Action Point Financial Planning’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
Q2 		$14 Buy
+1
New +$16 ﹤0.01% 2779

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Action Point Financial Planning's CMRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Costamare (CMRE) in Q2 2026: 1 share worth $14. The stake represents ﹤0.01% of the portfolio and ranks #2779 among its holdings.

193 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Action Point Financial Planning held 1 share of Costamare worth $14 as of Q2 2026.
  • Costamare was a new Action Point Financial Planning position in Q2 2026.
  • Costamare made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2779 holding.
  • 193 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.