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Private Wealth Management Group’s Costamare CMRE Stock Holding History

Private Wealth Management 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 		$645 Hold
46
– – ﹤0.01% 1383
2026
Q1 		$778 Hold
46
– – ﹤0.01% 1294
2025
Q4 		$727 Hold
46
– – ﹤0.01% 1328
2025
Q3 		$548 Hold
46
– – ﹤0.01% 1414
2025
Q2 		$420 Sell
46
-100
-68% -$890 ﹤0.01% 1432
2025
Q1 		$1.44K Buy
146
+100
+217% +$1.1K ﹤0.01% 1171
2024
Q4 		$592 Hold
46
– – ﹤0.01% 1415
2024
Q3 		$724 Hold
46
– – ﹤0.01% 1353
2024
Q2 		$756 Hold
46
– – ﹤0.01% 1351
2024
Q1 		$523 Hold
46
– – ﹤0.01% 1437
2023
Q4 		$479 Buy
+46
New +$439 ﹤0.01% 1470

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

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

Private Wealth Management Group held its Costamare (CMRE) position steady in Q2 2026 at 46 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Private Wealth Management Group first reported a position in CMRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44K in Q1 2025. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Private Wealth Management Group held 46 shares of Costamare worth $645 as of Q2 2026.
  • Private Wealth Management Group left its Costamare share count unchanged in Q2 2026.
  • Costamare made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1383 holding.
  • Private Wealth Management Group first reported a position in Costamare in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Costamare position peaked at $1.44K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

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