Mackenzie Financial
CMRE icon

Mackenzie Financial’s Costamare CMRE Stock Holding History

Mackenzie Financial’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 		$2.16M Buy
153,843
+143,236
+1,350% +$2.35M ﹤0.01% 1035
2026
Q1 		$179K Sell
10,607
-68,592
-87% -$1.14M ﹤0.01% 1369
2025
Q4 		$1.25M Buy
79,199
+18,512
+31% +$256K ﹤0.01% 995
2025
Q3 		$723K Buy
+60,687
New +$664K ﹤0.01% 1157
2025
Q1 		– Sell
-41,555
Closed -$534K – 1705
2024
Q4 		$534K Buy
41,555
+29,331
+240% +$404K ﹤0.01% 1147
2024
Q3 		$192K Buy
+12,224
New +$176K ﹤0.01% 1401
2020
Q2 		– Sell
-10,890
Closed -$49K – 1033
2020
Q1 		$49K Buy
+10,890
New +$78K ﹤0.01% 1045

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

Mackenzie Financial's CMRE Position: Q2 2026 in Review

Mackenzie Financial increased its Costamare (CMRE) stake by 1,350% in Q2 2026, buying an estimated $2.35M and bringing the position to 153,843 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Mackenzie Financial first reported a position in CMRE in Q1 2020 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Mackenzie Financial held 153,843 shares of Costamare worth $2.16M as of Q2 2026.
  • Mackenzie Financial bought 143,236 Costamare shares in Q2 2026, an estimated $2.35M.
  • Costamare made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1035 holding.
  • Mackenzie Financial first reported a position in Costamare in Q1 2020 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.