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Larson Financial Group’s Costamare CMRE Stock Holding History

Larson Financial Group’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 		$70 Sell
5
-13
-72% -$213 ﹤0.01% 3664
2026
Q1 		$304 Buy
18
+13
+260% +$216 ﹤0.01% 3400
2025
Q4 		$79 Sell
5
-12
-71% -$166 ﹤0.01% 3355
2025
Q3 		$202 Buy
+17
New +$186 ﹤0.01% 3259
2025
Q2 		– Sell
-122
Closed -$1.2K – 3324
2025
Q1 		$1.2K Buy
+122
New +$1.35K ﹤0.01% 2332

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
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
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
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

Larson Financial Group's CMRE Position: Q2 2026 in Review

Larson Financial Group reduced its Costamare (CMRE) stake by 72% in Q2 2026, selling an estimated $213 and leaving 5 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

Larson Financial Group first reported a position in CMRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2K in Q1 2025. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Larson Financial Group held 5 shares of Costamare worth $70 as of Q2 2026.
  • Larson Financial Group sold 13 Costamare shares in Q2 2026, an estimated $213.
  • Costamare made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3664 holding.
  • Larson Financial Group first reported a position in Costamare in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Costamare position peaked at $1.2K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

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