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Root Financial Partners’s Costamare CMRE Stock Holding History

Root Financial Partners’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
Q1 		$5.88K Buy
348
+346
+17,300% +$5.74K ﹤0.01% 1890
2025
Q4 		$32 Hold
2
– – ﹤0.01% 2401
2025
Q3 		$24 Buy
+2
New +$22 ﹤0.01% 2279

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American Century Companies
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners increased its Costamare (CMRE) stake by 17,300% in Q1 2026, buying an estimated $5.74K and bringing the position to 348 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Root Financial Partners first reported a position in CMRE in Q3 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold CMRE as of Q1 2026.

  • Root Financial Partners held 348 shares of Costamare worth $5.88K as of Q1 2026.
  • Root Financial Partners bought 346 Costamare shares in Q1 2026, an estimated $5.74K.
  • Costamare made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1890 holding.
  • Root Financial Partners first reported a position in Costamare in Q3 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Costamare as of Q1 2026.

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