JFS Wealth Advisors’s Costamare CMRE Stock Holding History

JFS Wealth Advisors’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	$29	Hold	2	–	–	﹤0.01%	2236
2026 Q1	$34	Hold	2	–	–	﹤0.01%	1869
2025 Q4	$32	Hold	2	–	–	﹤0.01%	1907
2025 Q3	$24	Hold	2	–	–	﹤0.01%	1882
2025 Q2	$19	Sell	2 -27	-93%	-$240	﹤0.01%	1853
2025 Q1	$286	Sell	29 -1	-3%	-$11	﹤0.01%	1821
2024 Q4	$386	Hold	30	–	–	﹤0.01%	1805
2024 Q3	$472	Buy	30 +1	+3%	+$14	﹤0.01%	1803
2024 Q2	$477	Hold	29	–	–	﹤0.01%	1816
2024 Q1	$330	Hold	29	–	–	﹤0.01%	1846
2023 Q4	$302	Buy	29 +6	+26%	+$57	﹤0.01%	1859
2023 Q3	$222	Hold	23	–	–	﹤0.01%	1853
2023 Q2	$223	Sell	23 -5	-18%	-$45	﹤0.01%	1866
2023 Q1	$264	Buy	28 +7	+33%	+$69	﹤0.01%	1798
2022 Q4	$195	Buy	21 +12	+133%	+$113	﹤0.01%	1833
2022 Q3	$0	Sell	9 -16	-64%	-$176	﹤0.01%	1762
2022 Q2	$0	Buy	25 +13	+108%	+$181	﹤0.01%	1776
2022 Q1	$0	Buy	12 +7	+140%	+$100	﹤0.01%	1836
2021 Q4	$0	Buy	+5	New	+$65	﹤0.01%	1736

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 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

JFS Wealth Advisors's CMRE Position: Q2 2026 in Review

JFS Wealth Advisors held its Costamare (CMRE) position steady in Q2 2026 at 2 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

JFS Wealth Advisors first reported a position in CMRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $477 in Q2 2024. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

JFS Wealth Advisors held 2 shares of Costamare worth $29 as of Q2 2026.
JFS Wealth Advisors left its Costamare share count unchanged in Q2 2026.
Costamare made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2236 holding.
JFS Wealth Advisors first reported a position in Costamare in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Costamare position peaked at $477 in Q2 2024.
195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.