RWML
CMDB

RAFFA WEALTH MANAGEMENT, LLC’s Costamare Bulkers Holdings CMDB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		$843 Buy
+48
New +$834 ﹤0.01% 1070

Other funds holding CMDB

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CMDB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Costamare Bulkers Holdings (CMDB) in Q2 2026: 48 shares worth $843. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings.

18 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 48 shares of Costamare Bulkers Holdings worth $843 as of Q2 2026.
  • Costamare Bulkers Holdings was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1070 holding.
  • 18 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.