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
Q2 		$3.15K Sell
218
-3,919
-95% -$64.3K ﹤0.01% 4279
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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American Century Companies
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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
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
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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

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

Jones Financial Companies reduced its Costamare (CMRE) stake by 95% in Q2 2026, selling an estimated $64.3K and leaving 218 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

Jones Financial Companies first reported a position in CMRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $68.6K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Jones Financial Companies held 218 shares of Costamare worth $3.15K as of Q2 2026.
  • Jones Financial Companies sold 3,919 Costamare shares in Q2 2026, an estimated $64.3K.
  • Costamare made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4279 holding.
  • Jones Financial Companies first reported a position in Costamare in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Costamare position peaked at $68.6K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.