EWA
CMDB

EverSource Wealth Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

EverSource Wealth 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 		$1.74K Sell
99
-124
-56% -$2.15K ﹤0.01% 3776
2026
Q1 		$3.45K Buy
223
+96
+76% +$1.61K ﹤0.01% 3435
2025
Q4 		$1.96K Sell
127
-2,403
-95% -$34.8K ﹤0.01% 3502
2025
Q3 		$36.4K Sell
2,530
-1,150
-31% -$11.8K ﹤0.01% 1936
2025
Q2 		$31.9K Buy
+3,680
New +$36.6K ﹤0.01% 1934

Other funds holding CMDB

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

EverSource Wealth Advisors's CMDB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Costamare Bulkers Holdings (CMDB) stake by 56% in Q2 2026, selling an estimated $2.15K and leaving 99 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

EverSource Wealth Advisors first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.4K in Q3 2025. 26 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • EverSource Wealth Advisors held 99 shares of Costamare Bulkers Holdings worth $1.74K as of Q2 2026.
  • EverSource Wealth Advisors sold 124 Costamare Bulkers Holdings shares in Q2 2026, an estimated $2.15K.
  • Costamare Bulkers Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3776 holding.
  • EverSource Wealth Advisors first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Costamare Bulkers Holdings position peaked at $36.4K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.