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 Q3	$4.95K	Sell	227 -4	-2%	-$81	﹤0.01%	901
2026 Q2	$4.06K	Hold	231	–	–	﹤0.01%	927
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

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Private Wealth Management Group's CMDB Position: Q3 2026 in Review

Private Wealth Management Group reduced its Costamare Bulkers Holdings (CMDB) stake by 1.7% in Q3 2026, selling an estimated $81 and leaving 227 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Private Wealth Management Group first reported a position in CMDB in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

Private Wealth Management Group held 227 shares of Costamare Bulkers Holdings worth $4.95K as of Q3 2026.
Private Wealth Management Group sold 4 Costamare Bulkers Holdings shares in Q3 2026, an estimated $81.
Costamare Bulkers Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #901 holding.
Private Wealth Management Group first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.