BWA
CMDB

Basecamp Wealth Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

Basecamp Wealth Advisors’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 		$492 Buy
28
+6
+27% +$104 ﹤0.01% 1634
2026
Q1 		$340 Hold
22
– – ﹤0.01% 1799
2025
Q4 		$339 Buy
+22
New +$319 ﹤0.01% 1676

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

Basecamp Wealth Advisors's CMDB Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Costamare Bulkers Holdings (CMDB) stake by 27% in Q2 2026, buying an estimated $104 and bringing the position to 28 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Basecamp Wealth Advisors first reported a position in CMDB in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Basecamp Wealth Advisors held 28 shares of Costamare Bulkers Holdings worth $492 as of Q2 2026.
  • Basecamp Wealth Advisors bought 6 Costamare Bulkers Holdings shares in Q2 2026, an estimated $104.
  • Costamare Bulkers Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1634 holding.
  • Basecamp Wealth Advisors first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.