Principal Financial Group
CMRE icon

Principal Financial Group’s Costamare CMRE Stock Holding History

Principal 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 		$1.26M Buy
90,219
+6,172
+7% +$101K ﹤0.01% 1911
2026
Q1 		$1.42M Buy
84,047
+5,966
+8% +$99K ﹤0.01% 1877
2025
Q4 		$1.23M Buy
78,081
+24,447
+46% +$338K ﹤0.01% 1921
2025
Q3 		$639K Buy
53,634
+12,107
+29% +$132K ﹤0.01% 2008
2025
Q2 		$378K Sell
41,527
-25,741
-38% -$229K ﹤0.01% 2033
2025
Q1 		$662K Buy
67,268
+1,630
+2% +$18K ﹤0.01% 1896
2024
Q4 		$843K Buy
65,638
+6,461
+11% +$88.9K ﹤0.01% 1894
2024
Q3 		$930K Buy
59,177
+15,092
+34% +$218K ﹤0.01% 1863
2024
Q2 		$724K Buy
44,085
+3,986
+10% +$54.4K ﹤0.01% 1893
2024
Q1 		$455K Buy
+40,099
New +$444K ﹤0.01% 2005

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

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

Principal Financial Group increased its Costamare (CMRE) stake by 7.3% in Q2 2026, buying an estimated $101K and bringing the position to 90,219 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Principal Financial Group first reported a position in CMRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Principal Financial Group held 90,219 shares of Costamare worth $1.26M as of Q2 2026.
  • Principal Financial Group bought 6,172 Costamare shares in Q2 2026, an estimated $101K.
  • Costamare made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1911 holding.
  • Principal Financial Group first reported a position in Costamare in Q1 2024 and has held it in 10 quarters since.
  • Principal Financial Group's Costamare position peaked at $1.42M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.