BTI
CMDB

Blue Trust Inc’s Costamare Bulkers Holdings CMDB Stock Holding History

Blue Trust Inc’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 		$25K Sell
1,424
-328
-19% -$5.7K ﹤0.01% 1590
2026
Q1 		$27.1K Hold
1,752
– – ﹤0.01% 1553
2025
Q4 		$27K Sell
1,752
-225
-11% -$3.26K ﹤0.01% 1585
2025
Q3 		$28.4K Sell
1,977
-304
-13% -$3.12K ﹤0.01% 1576
2025
Q2 		$19.8K Buy
+2,281
New +$22.7K ﹤0.01% 1678

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

Blue Trust Inc's CMDB Position: Q2 2026 in Review

Blue Trust Inc reduced its Costamare Bulkers Holdings (CMDB) stake by 19% in Q2 2026, selling an estimated $5.7K and leaving 1,424 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Blue Trust Inc first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.4K in Q3 2025. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Blue Trust Inc held 1,424 shares of Costamare Bulkers Holdings worth $25K as of Q2 2026.
  • Blue Trust Inc sold 328 Costamare Bulkers Holdings shares in Q2 2026, an estimated $5.7K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1590 holding.
  • Blue Trust Inc first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • Blue Trust Inc's Costamare Bulkers Holdings position peaked at $28.4K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.