AF
CMDB

Allworth Financial’s Costamare Bulkers Holdings CMDB Stock Holding History

Allworth Financial’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$991 Buy
64
+52
+433% +$874 ﹤0.01% 4578
2025
Q4 		$185 Buy
12
+5
+71% +$72 ﹤0.01% 4710
2025
Q3 		$101 Hold
7
– – ﹤0.01% 4679
2025
Q2 		$61 Buy
+7
New +$70 ﹤0.01% 4434

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Allworth Financial's CMDB Position: Q1 2026 in Review

Allworth Financial increased its Costamare Bulkers Holdings (CMDB) stake by 433% in Q1 2026, buying an estimated $874 and bringing the position to 64 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Allworth Financial first reported a position in CMDB in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Allworth Financial held 64 shares of Costamare Bulkers Holdings worth $991 as of Q1 2026.
  • Allworth Financial bought 52 Costamare Bulkers Holdings shares in Q1 2026, an estimated $874.
  • Costamare Bulkers Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4578 holding.
  • Allworth Financial first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.