MWA
CMDB

Medallion Wealth Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

Medallion Wealth Advisors’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.01K Hold
130
– – ﹤0.01% 1000
2025
Q4 		$2K Hold
130
– – ﹤0.01% 993
2025
Q3 		$1.87K Hold
130
– – ﹤0.01% 989
2025
Q2 		$1.12K Buy
+130
New +$1.29K ﹤0.01% 1016

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Medallion Wealth Advisors's CMDB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Costamare Bulkers Holdings (CMDB) position steady in Q1 2026 at 130 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Medallion Wealth Advisors first reported a position in CMDB in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Medallion Wealth Advisors held 130 shares of Costamare Bulkers Holdings worth $2.01K as of Q1 2026.
  • Medallion Wealth Advisors left its Costamare Bulkers Holdings share count unchanged in Q1 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1000 holding.
  • Medallion Wealth Advisors first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.