Root Financial Partners
CMDB icon

Root Financial Partners’s Costamare Bulkers Holdings CMDB Stock Holding History

Root Financial Partners’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 		$436 Buy
+20
New +$407 ﹤0.01% 3271
2026
Q2 		– Sell
-627
Closed -$9.7K – 3423
2026
Q1 		$9.7K Buy
+627
New +$10.5K ﹤0.01% 1699

Other funds holding CMDB

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Torren Management
Torren Management San Diego, California $201M AUM 16.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's CMDB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Costamare Bulkers Holdings (CMDB) in Q3 2026: 20 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #3271 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMDB as recently as Q1 2026.

Root Financial Partners first reported a position in CMDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.7K in Q1 2026. 23 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

  • Root Financial Partners held 20 shares of Costamare Bulkers Holdings worth $436 as of Q3 2026.
  • Costamare Bulkers Holdings was a new Root Financial Partners position in Q3 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3271 holding.
  • Root Financial Partners first reported a position in Costamare Bulkers Holdings in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Costamare Bulkers Holdings position peaked at $9.7K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.