SageView Advisory Group’s Costamare CMRE Stock Holding History

SageView Advisory Group’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	–	Sell	-99	Closed	-$1.56K	–	954
2025 Q4	$1.56K	Buy	+99	New	+$1.37K	﹤0.01%	2287

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's CMRE Position: Q1 2026 in Review

SageView Advisory Group sold out of Costamare (CMRE) in Q1 2026, closing a stake of 99 shares — an estimated $1.56K sold.

SageView Advisory Group first reported a position in CMRE in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 189 funds tracked by Wall St. Rank hold CMRE as of Q1 2026.

SageView Advisory Group reported no remaining Costamare position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 99 Costamare shares in Q1 2026, an estimated $1.56K.
SageView Advisory Group first reported a position in Costamare in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Costamare position peaked at $1.56K in Q4 2025.
189 funds tracked by Wall St. Rank held Costamare as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.