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
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

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's CMDB Position: Q2 2026 in Review

Private Wealth Management Group held its Costamare Bulkers Holdings (CMDB) position steady in Q2 2026 at 231 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Private Wealth Management Group first reported a position in CMDB in Q2 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Private Wealth Management Group held 231 shares of Costamare Bulkers Holdings worth $4.06K as of Q2 2026.
  • Private Wealth Management Group left its Costamare Bulkers Holdings share count unchanged in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #927 holding.
  • Private Wealth Management Group first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.