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Pinnacle Wealth Planning Services’s Costamare CMRE Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.6K Hold
114
– – ﹤0.01% 2511
2026
Q1 		$1.93K Sell
114
-262
-70% -$4.35K ﹤0.01% 2450
2025
Q4 		$5.93K Buy
+376
New +$5.2K ﹤0.01% 2226

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

Pinnacle Wealth Planning Services's CMRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Costamare (CMRE) position steady in Q2 2026 at 114 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Pinnacle Wealth Planning Services first reported a position in CMRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.93K in Q4 2025. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 114 shares of Costamare worth $1.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Costamare share count unchanged in Q2 2026.
  • Costamare made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2511 holding.
  • Pinnacle Wealth Planning Services first reported a position in Costamare in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Costamare position peaked at $5.93K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.