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Kingsview Wealth Management’s Costamare CMRE Stock Holding History

Kingsview Wealth Management’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 		– Sell
-12,798
Closed -$202K – 1354
2025
Q4 		$202K Buy
+12,798
New +$177K ﹤0.01% 1175
2022
Q1 		– Sell
-99,298
Closed -$1.26M – 884
2021
Q4 		$1.26M Buy
99,298
+60,737
+158% +$795K 0.05% 328
2021
Q3 		$597K Buy
+38,561
New +$497K 0.03% 506

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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Kingsview Wealth Management's CMRE Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Costamare (CMRE) in Q1 2026, closing a stake of 12,798 shares — an estimated $202K sold.

Kingsview Wealth Management first reported a position in CMRE in Q3 2021 and held it in 3 quarters. The position peaked at $1.26M in Q4 2021. 189 funds tracked by Wall St. Rank hold CMRE as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Costamare position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,798 Costamare shares in Q1 2026, an estimated $202K.
  • Kingsview Wealth Management first reported a position in Costamare in Q3 2021 and held it in 3 quarters.
  • Kingsview Wealth Management's Costamare position peaked at $1.26M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Costamare as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.