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
Q2 		$19.4K Buy
1,105
+1,041
+1,627% +$18.1K ﹤0.01% 3228
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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's CMDB Position: Q2 2026 in Review

Allworth Financial increased its Costamare Bulkers Holdings (CMDB) stake by 1,627% in Q2 2026, buying an estimated $18.1K and bringing the position to 1,105 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Allworth Financial first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Allworth Financial held 1,105 shares of Costamare Bulkers Holdings worth $19.4K as of Q2 2026.
  • Allworth Financial bought 1,041 Costamare Bulkers Holdings shares in Q2 2026, an estimated $18.1K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3228 holding.
  • Allworth Financial first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.