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 Q1	$9.7K	Buy	+627	New	+$10.5K	﹤0.01%	1699

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

OIM

Oceanic Investment Management Douglas, Isle Of Man $118M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Root Financial Partners's CMDB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Costamare Bulkers Holdings (CMDB) in Q1 2026: 627 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings.

97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

Root Financial Partners held 627 shares of Costamare Bulkers Holdings worth $9.7K as of Q1 2026.
Costamare Bulkers Holdings was a new Root Financial Partners position in Q1 2026.
Costamare Bulkers Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1699 holding.
97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.