Jones Financial Companies
CMDB

Jones Financial Companies’s Costamare Bulkers Holdings CMDB Stock Holding History

Jones Financial Companies’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 		$2.31K Buy
132
+66
+100% +$1.15K ﹤0.01% 4391
2026
Q1 		$993 Buy
66
+38
+136% +$639 ﹤0.01% 4349
2025
Q4 		$431 Sell
28
-41
-59% -$594 ﹤0.01% 4187
2025
Q3 		$877 Buy
69
+52
+306% +$533 ﹤0.01% 3927
2025
Q2 		$154 Buy
+17
New +$169 ﹤0.01% 3928

Other funds holding CMDB

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
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
OIM
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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's CMDB Position: Q2 2026 in Review

Jones Financial Companies increased its Costamare Bulkers Holdings (CMDB) stake by 100% in Q2 2026, buying an estimated $1.15K and bringing the position to 132 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4391.

Jones Financial Companies 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.

  • Jones Financial Companies held 132 shares of Costamare Bulkers Holdings worth $2.31K as of Q2 2026.
  • Jones Financial Companies bought 66 Costamare Bulkers Holdings shares in Q2 2026, an estimated $1.15K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4391 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.