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EverSource Wealth Advisors’s Costamare CMRE Stock Holding History

EverSource Wealth Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.1K Buy
4,004
+1,825
+84% +$29.9K ﹤0.01% 1711
2026
Q1 		$36.8K Buy
2,179
+422
+24% +$7K ﹤0.01% 2112
2025
Q4 		$27.7K Buy
1,757
+67
+4% +$926 ﹤0.01% 2169
2025
Q3 		$20.1K Sell
1,690
-318
-16% -$3.48K ﹤0.01% 2347
2025
Q2 		$18.3K Sell
2,008
-146
-7% -$1.3K ﹤0.01% 2367
2025
Q1 		$21.2K Sell
2,154
-171
-7% -$1.89K ﹤0.01% 1661
2024
Q4 		$29.9K Buy
2,325
+85
+4% +$1.17K ﹤0.01% 1417
2024
Q3 		$35.2K Buy
2,240
+781
+54% +$11.3K ﹤0.01% 1218
2024
Q2 		$21.6K Buy
1,459
+1,012
+226% +$13.8K ﹤0.01% 1468
2024
Q1 		$5.36K Buy
447
+29
+7% +$321 ﹤0.01% 2023
2023
Q4 		$4.35K Buy
+418
New +$3.99K ﹤0.01% 1911

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Costamare (CMRE) stake by 84% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,004 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

EverSource Wealth Advisors first reported a position in CMRE in Q4 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • EverSource Wealth Advisors held 4,004 shares of Costamare worth $56.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,825 Costamare shares in Q2 2026, an estimated $29.9K.
  • Costamare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1711 holding.
  • EverSource Wealth Advisors first reported a position in Costamare in Q4 2023 and has held it in 11 quarters since.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

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