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BFC Planning, Inc.’s Costamare Bulkers Holdings CMDB Stock Holding History

BFC Planning, Inc.’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 		$351 Hold
20
– – ﹤0.01% 3283
2026
Q1 		$309 Hold
20
– – ﹤0.01% 2903
2025
Q4 		$308 Hold
20
– – ﹤0.01% 2996
2025
Q3 		$287 Hold
20
– – ﹤0.01% 2800
2025
Q2 		$173 Buy
+20
New +$199 ﹤0.01% 2609

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Oceanic Investment Management
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s CMDB Position: Q2 2026 in Review

BFC Planning, Inc. held its Costamare Bulkers Holdings (CMDB) position steady in Q2 2026 at 20 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

BFC Planning, Inc. first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • BFC Planning, Inc. held 20 shares of Costamare Bulkers Holdings worth $351 as of Q2 2026.
  • BFC Planning, Inc. left its Costamare Bulkers Holdings share count unchanged in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3283 holding.
  • BFC Planning, Inc. first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.