Spirepoint Private Client’s Costamare CMRE Stock Holding History

Spirepoint Private Client’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 Q2	$255K	Buy	18,171 +2,251	+14%	+$36.9K	0.02%	301
2026 Q1	$269K	Buy	15,920 +325	+2%	+$5.39K	0.03%	268
2025 Q4	$246K	Sell	15,595 -3,719	-19%	-$51.4K	0.02%	274
2025 Q3	$230K	Buy	19,314 +4,497	+30%	+$49.2K	0.02%	254
2025 Q2	$135K	Buy	14,817 +266	+2%	+$2.37K	0.02%	230
2025 Q1	$143K	Sell	14,551 -29	-0.2%	-$320	0.02%	212
2024 Q4	$187K	Buy	14,580 +1,566	+12%	+$21.5K	0.02%	218
2024 Q3	$205K	Buy	13,014 +432	+3%	+$6.23K	0.03%	204
2024 Q2	$207K	Buy	+12,582	New	+$172K	0.03%	199

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Spirepoint Private Client's CMRE Position: Q2 2026 in Review

Spirepoint Private Client increased its Costamare (CMRE) stake by 14% in Q2 2026, buying an estimated $36.9K and bringing the position to 18,171 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #301.

Spirepoint Private Client first reported a position in CMRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

Spirepoint Private Client held 18,171 shares of Costamare worth $255K as of Q2 2026.
Spirepoint Private Client bought 2,251 Costamare shares in Q2 2026, an estimated $36.9K.
Costamare made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #301 holding.
Spirepoint Private Client first reported a position in Costamare in Q2 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Costamare position peaked at $269K in Q1 2026.
195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.