Focus Partners Wealth’s Costamare CMRE Stock Holding History

Focus Partners Wealth’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
2025 Q4	–	Sell	-5,507	Closed	-$232K	–	2688
2025 Q3	$232K	Buy	+5,507	New	+$60.3K	﹤0.01%	1980

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth's CMRE Position: Q4 2025 in Review

Focus Partners Wealth sold out of Costamare (CMRE) in Q4 2025, closing a stake of 5,507 shares — an estimated $232K sold.

Focus Partners Wealth first reported a position in CMRE in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 184 funds tracked by Wall St. Rank hold CMRE as of Q4 2025.

Focus Partners Wealth reported no remaining Costamare position as of Q4 2025 after selling out during the quarter.
Focus Partners Wealth sold 5,507 Costamare shares in Q4 2025, an estimated $232K.
Focus Partners Wealth first reported a position in Costamare in Q3 2025 and held it in 1 quarter.
Focus Partners Wealth's Costamare position peaked at $232K in Q3 2025.
184 funds tracked by Wall St. Rank held Costamare as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.