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BFC Planning, Inc.’s Costamare CMRE Stock Holding History

BFC Planning, Inc.’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 		$1.4K Hold
100
– – ﹤0.01% 3072
2026
Q1 		$1.69K Hold
100
– – ﹤0.01% 2639
2025
Q4 		$1.58K Hold
100
– – ﹤0.01% 2695
2025
Q3 		$1.19K Hold
100
– – ﹤0.01% 2594
2025
Q2 		$911 Hold
100
– – ﹤0.01% 2468
2025
Q1 		$984 Hold
100
– – ﹤0.01% 2450
2024
Q4 		$1.28K Buy
+100
New +$1.38K ﹤0.01% 2364

Other funds holding CMRE

Dimensional Fund Advisors
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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
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

BFC Planning, Inc. held its Costamare (CMRE) position steady in Q2 2026 at 100 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

BFC Planning, Inc. first reported a position in CMRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69K in Q1 2026. 196 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • BFC Planning, Inc. held 100 shares of Costamare worth $1.4K as of Q2 2026.
  • BFC Planning, Inc. left its Costamare share count unchanged in Q2 2026.
  • Costamare made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3072 holding.
  • BFC Planning, Inc. first reported a position in Costamare in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Costamare position peaked at $1.69K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

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