RFP
CMDB

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
Q2 		– Sell
-627
Closed -$9.7K – 3423
2026
Q1 		$9.7K Buy
+627
New +$10.5K ﹤0.01% 1699

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

Root Financial Partners's CMDB Position: Q2 2026 in Review

Root Financial Partners sold out of Costamare Bulkers Holdings (CMDB) in Q2 2026, closing a stake of 627 shares — an estimated $9.7K sold.

Root Financial Partners first reported a position in CMDB in Q1 2026 and held it in 1 quarter. The position peaked at $9.7K in Q1 2026. 98 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Root Financial Partners reported no remaining Costamare Bulkers Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 627 Costamare Bulkers Holdings shares in Q2 2026, an estimated $9.7K.
  • Root Financial Partners first reported a position in Costamare Bulkers Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Costamare Bulkers Holdings position peaked at $9.7K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.