AF
CMA

Allworth Financial’s Comerica CMA Stock Holding History

Allworth Financial’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,445
Closed -$1.08M – 5220
2025
Q4 		$1.08M Sell
12,445
-603
-5% -$48.5K ﹤0.01% 679
2025
Q3 		$894K Sell
13,048
-822
-6% -$55.3K ﹤0.01% 702
2025
Q2 		$827K Buy
13,870
+3,721
+37% +$208K ﹤0.01% 694
2025
Q1 		$542K Buy
10,149
+7,219
+246% +$454K ﹤0.01% 667
2024
Q4 		$184K Buy
2,930
+2,180
+291% +$142K ﹤0.01% 980
2024
Q3 		$44.9K Buy
750
+11
+1% +$607 ﹤0.01% 1461
2024
Q2 		$37.3K Buy
739
+409
+124% +$20.9K ﹤0.01% 1521
2024
Q1 		$18.1K Buy
330
+313
+1,841% +$16.3K ﹤0.01% 1827
2023
Q4 		$949 Sell
17
-10
-37% -$452 ﹤0.01% 2961
2023
Q3 		$1.12K Buy
27
+24
+800% +$1.14K ﹤0.01% 2806
2023
Q2 		$128 Sell
3
-7
-70% -$283 ﹤0.01% 3157
2023
Q1 		$435 Buy
10
+3
+43% +$192 ﹤0.01% 2867
2022
Q4 		$468 Sell
7
-50
-88% -$3.46K ﹤0.01% 2649
2022
Q3 		$4K Buy
57
+40
+235% +$3.15K ﹤0.01% 1923
2022
Q2 		$1K Sell
17
-189
-92% -$15.3K ﹤0.01% 2117
2022
Q1 		$19K Buy
206
+14
+7% +$1.32K ﹤0.01% 1275
2021
Q4 		$17K Buy
192
+27
+16% +$2.32K ﹤0.01% 1178
2021
Q3 		$13K Buy
+165
New +$11.9K ﹤0.01% 1170
2018
Q3 		– Sell
-7
Closed -$1K – 893
2018
Q2 		$1K Buy
+7
New +$671 ﹤0.01% 869

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's CMA Position: Q1 2026 in Review

Allworth Financial sold out of Comerica (CMA) in Q1 2026, closing a stake of 12,445 shares — an estimated $1.08M sold.

Allworth Financial first reported a position in CMA in Q2 2018 and held it in 19 quarters. The position peaked at $1.08M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Allworth Financial reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 12,445 Comerica shares in Q1 2026, an estimated $1.08M.
  • Allworth Financial first reported a position in Comerica in Q2 2018 and held it in 19 quarters.
  • Allworth Financial's Comerica position peaked at $1.08M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.