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Independent Financial Group’s Costamare CMRE Stock Holding History

Independent Financial Group’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 		– Sell
-95,579
Closed -$1.62M – 1564
2026
Q1 		$1.62M Buy
+95,579
New +$1.59M 0.04% 462

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
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

Independent Financial Group's CMRE Position: Q2 2026 in Review

Independent Financial Group sold out of Costamare (CMRE) in Q2 2026, closing a stake of 95,579 shares — an estimated $1.62M sold.

Independent Financial Group first reported a position in CMRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.62M in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Independent Financial Group reported no remaining Costamare position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 95,579 Costamare shares in Q2 2026, an estimated $1.62M.
  • Independent Financial Group first reported a position in Costamare in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Costamare position peaked at $1.62M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.