BWM
CMA

Baron Wealth Management’s Comerica CMA Stock Holding History

Baron Wealth Management’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
2025
Q4 		– Sell
-4,464
Closed -$306K – 265
2025
Q3 		$306K Buy
4,464
+438
+11% +$29.5K 0.1% 158
2025
Q2 		$240K Buy
+4,026
New +$225K 0.09% 180
2024
Q2 		– Sell
-6,390
Closed -$351K – 188
2024
Q1 		$351K Buy
6,390
+26
+0.4% +$1.36K 0.19% 94
2023
Q4 		$355K Buy
6,364
+35
+0.6% +$1.58K 0.19% 83
2023
Q3 		$263K Buy
6,329
+98
+2% +$4.65K 0.17% 107
2023
Q2 		$264K Hold
6,231
– – 0.17% 104
2023
Q1 		$271K Buy
+6,231
New +$399K 0.19% 94

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Wealth Management's CMA Position: Q4 2025 in Review

Baron Wealth Management sold out of Comerica (CMA) in Q4 2025, closing a stake of 4,464 shares — an estimated $306K sold.

Baron Wealth Management first reported a position in CMA in Q1 2023 and held it in 7 quarters. The position peaked at $355K in Q4 2023. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Baron Wealth Management reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 4,464 Comerica shares in Q4 2025, an estimated $306K.
  • Baron Wealth Management first reported a position in Comerica in Q1 2023 and held it in 7 quarters.
  • Baron Wealth Management's Comerica position peaked at $355K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.