Essential Partners
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Essential Partners’s Costamare Bulkers Holdings CMDB Stock Holding History

Essential Partners’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 		$1.4K Buy
64
+18
+39% +$366 ﹤0.01% 2058
2026
Q2 		$808 Sell
46
-291
-86% -$5.06K ﹤0.01% 2338
2026
Q1 		$5.21K Hold
337
– – ﹤0.01% 1551
2025
Q4 		$5.19K Hold
337
– – ﹤0.01% 1412
2025
Q3 		$4.84K Buy
+337
New +$3.46K ﹤0.01% 1436

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
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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Essential Partners's CMDB Position: Q3 2026 in Review

Essential Partners increased its Costamare Bulkers Holdings (CMDB) stake by 39% in Q3 2026, buying an estimated $366 and bringing the position to 64 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Essential Partners first reported a position in CMDB in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.21K in Q1 2026. 15 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

  • Essential Partners held 64 shares of Costamare Bulkers Holdings worth $1.4K as of Q3 2026.
  • Essential Partners bought 18 Costamare Bulkers Holdings shares in Q3 2026, an estimated $366.
  • Costamare Bulkers Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2058 holding.
  • Essential Partners first reported a position in Costamare Bulkers Holdings in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Costamare Bulkers Holdings position peaked at $5.21K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.