Jones Financial Companies
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Jones Financial Companies’s Costamare CMRE Stock Holding History

Jones Financial Companies’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
Q1 		$68.6K Buy
4,137
+3,993
+2,773% +$66.3K ﹤0.01% 2827
2025
Q4 		$2.28K Sell
144
-211
-59% -$2.92K ﹤0.01% 3785
2025
Q3 		$4.44K Buy
355
+266
+299% +$2.91K ﹤0.01% 3407
2025
Q2 		$822 Buy
+89
New +$792 ﹤0.01% 3700
2025
Q1 		– Sell
-27
Closed -$347 – 3734
2024
Q4 		$347 Buy
+27
New +$371 ﹤0.01% 3269

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BCM
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Renaissance Technologies
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Goldman Sachs
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Morgan Stanley
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Jones Financial Companies's CMRE Position: Q1 2026 in Review

Jones Financial Companies increased its Costamare (CMRE) stake by 2,773% in Q1 2026, buying an estimated $66.3K and bringing the position to 4,137 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Jones Financial Companies first reported a position in CMRE in Q4 2024 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold CMRE as of Q1 2026.

  • Jones Financial Companies held 4,137 shares of Costamare worth $68.6K as of Q1 2026.
  • Jones Financial Companies bought 3,993 Costamare shares in Q1 2026, an estimated $66.3K.
  • Costamare made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2827 holding.
  • Jones Financial Companies first reported a position in Costamare in Q4 2024 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Costamare as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.