Cornerstone Planning Group
CMDB icon

Cornerstone Planning Group’s Costamare Bulkers Holdings CMDB Stock Holding History

Cornerstone Planning Group’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
-37
Closed -$697 – 1833
2026
Q2 		$697 Hold
37
– – ﹤0.01% 1600
2026
Q1 		$678 Hold
37
– – ﹤0.01% 1566
2025
Q4 		$601 Hold
37
– – ﹤0.01% 1477
2025
Q3 		$473 Hold
37
– – ﹤0.01% 1492
2025
Q2 		$367 Buy
+37
New +$368 ﹤0.01% 1383

Other funds holding CMDB

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
FFO
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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cornerstone Planning Group's CMDB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Costamare Bulkers Holdings (CMDB) in Q3 2026, closing a stake of 37 shares — an estimated $697 sold.

Cornerstone Planning Group first reported a position in CMDB in Q2 2025 and held it in 5 quarters. The position peaked at $697 in Q2 2026. 11 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Costamare Bulkers Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 37 Costamare Bulkers Holdings shares in Q3 2026, an estimated $697.
  • Cornerstone Planning Group first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Costamare Bulkers Holdings position peaked at $697 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.