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Integrated Wealth Concepts’s Costamare CMRE Stock Holding History

Integrated Wealth Concepts’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 		$36.2K Buy
+2,584
New +$42.4K ﹤0.01% 3619

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

Integrated Wealth Concepts's CMRE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Costamare (CMRE) in Q2 2026: 2,584 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #3619 among its holdings.

194 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Integrated Wealth Concepts held 2,584 shares of Costamare worth $36.2K as of Q2 2026.
  • Costamare was a new Integrated Wealth Concepts position in Q2 2026.
  • Costamare made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3619 holding.
  • 194 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.