Blue Trust Inc
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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
Q3 		– Sell
-1,424
Closed -$25K – 2829
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

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Blue Trust Inc's CMDB Position: Q3 2026 in Review

Blue Trust Inc sold out of Costamare Bulkers Holdings (CMDB) in Q3 2026, closing a stake of 1,424 shares — an estimated $25K sold.

Blue Trust Inc first reported a position in CMDB in Q2 2025 and held it in 5 quarters. The position peaked at $28.4K in Q3 2025. 18 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

  • Blue Trust Inc reported no remaining Costamare Bulkers Holdings position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 1,424 Costamare Bulkers Holdings shares in Q3 2026, an estimated $25K.
  • Blue Trust Inc first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 5 quarters.
  • Blue Trust Inc's Costamare Bulkers Holdings position peaked at $28.4K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.