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

Physician 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 Q2	$369	Hold	21	–	–	﹤0.01%	2266
2026 Q1	$325	Hold	21	–	–	﹤0.01%	2003
2025 Q4	$324	Buy	+21	New	+$304	﹤0.01%	1969

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OIM

Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's CMDB Position: Q2 2026 in Review

Physician Wealth Advisors held its Costamare Bulkers Holdings (CMDB) position steady in Q2 2026 at 21 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Physician Wealth Advisors first reported a position in CMDB in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

Physician Wealth Advisors held 21 shares of Costamare Bulkers Holdings worth $369 as of Q2 2026.
Physician Wealth Advisors left its Costamare Bulkers Holdings share count unchanged in Q2 2026.
Costamare Bulkers Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2266 holding.
Physician Wealth Advisors first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.