CA
CMDB

Clearstead Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

Clearstead 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 		$18 Buy
+1
New +$17 ﹤0.01% 3593
2025
Q4 		– Sell
-16
Closed -$230 – 3331
2025
Q3 		$230 Buy
+16
New +$164 ﹤0.01% 2843

Other funds holding CMDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's CMDB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Costamare Bulkers Holdings (CMDB) in Q2 2026: 1 share worth $18. The stake represents ﹤0.01% of the portfolio and ranks #3593 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CMDB as recently as Q3 2025.

Clearstead Advisors first reported a position in CMDB in Q3 2025 and has held it in 2 quarters since. The position peaked at $230 in Q3 2025. 37 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Clearstead Advisors held 1 share of Costamare Bulkers Holdings worth $18 as of Q2 2026.
  • Costamare Bulkers Holdings was a new Clearstead Advisors position in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3593 holding.
  • Clearstead Advisors first reported a position in Costamare Bulkers Holdings in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Costamare Bulkers Holdings position peaked at $230 in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.