CPG
CMDB

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
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

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Cornerstone Planning Group's CMDB Position: Q2 2026 in Review

Cornerstone Planning Group held its Costamare Bulkers Holdings (CMDB) position steady in Q2 2026 at 37 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Cornerstone Planning Group first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Cornerstone Planning Group held 37 shares of Costamare Bulkers Holdings worth $697 as of Q2 2026.
  • Cornerstone Planning Group left its Costamare Bulkers Holdings share count unchanged in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1600 holding.
  • Cornerstone Planning Group first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.