Root Financial Partners
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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
Q3 		$220 Buy
+15
New +$226 ﹤0.01% 3482
2026
Q2 		– Sell
-348
Closed -$5.88K – 961
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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CWA Asset Management Group
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Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

Root Financial Partners opened a new position in Costamare (CMRE) in Q3 2026: 15 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #3482 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMRE as recently as Q1 2026.

Root Financial Partners first reported a position in CMRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.88K in Q1 2026. 41 funds tracked by Wall St. Rank hold CMRE as of Q3 2026.

  • Root Financial Partners held 15 shares of Costamare worth $220 as of Q3 2026.
  • Costamare was a new Root Financial Partners position in Q3 2026.
  • Costamare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3482 holding.
  • Root Financial Partners first reported a position in Costamare in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Costamare position peaked at $5.88K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Costamare as of Q3 2026.

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