PWMG
CMDB

Private Wealth Management Group’s Costamare Bulkers Holdings CMDB Stock Holding History

Private Wealth Management Group’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 		$3.57K Hold
231
– – ﹤0.01% 887
2025
Q4 		$3.56K Sell
231
-18
-7% -$261 ﹤0.01% 900
2025
Q3 		$3.58K Hold
249
– – ﹤0.01% 918
2025
Q2 		$2.16K Buy
+249
New +$2.48K ﹤0.01% 1061

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

Private Wealth Management Group's CMDB Position: Q1 2026 in Review

Private Wealth Management Group held its Costamare Bulkers Holdings (CMDB) position steady in Q1 2026 at 231 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Private Wealth Management Group first reported a position in CMDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.58K in Q3 2025. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Private Wealth Management Group held 231 shares of Costamare Bulkers Holdings worth $3.57K as of Q1 2026.
  • Private Wealth Management Group left its Costamare Bulkers Holdings share count unchanged in Q1 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #887 holding.
  • Private Wealth Management Group first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Costamare Bulkers Holdings position peaked at $3.58K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.