BFG
CMA

Beacon Financial Group’s Comerica CMA Stock Holding History

Beacon Financial Group’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
-4,941
Closed -$430K – 352
2025
Q4 		$430K Buy
4,941
+8
+0.2% +$644 0.04% 246
2025
Q3 		$338K Sell
4,933
-18
-0.4% -$1.21K 0.03% 280
2025
Q2 		$295K Sell
4,951
-823
-14% -$45.9K 0.03% 289
2025
Q1 		$341K Sell
5,774
-836
-13% -$52.5K 0.04% 263
2024
Q4 		$409K Buy
6,610
+9
+0.1% +$585 0.04% 241
2024
Q3 		$395K Sell
6,601
-502
-7% -$27.7K 0.04% 243
2024
Q2 		$363K Sell
7,103
-62
-0.9% -$3.17K 0.04% 243
2024
Q1 		$394K Sell
7,165
-393
-5% -$20.5K 0.05% 236
2023
Q4 		$422K Buy
7,558
+725
+11% +$32.8K 0.05% 228
2023
Q3 		$329K Sell
6,833
-358
-5% -$17K 0.05% 204
2023
Q2 		$308K Sell
7,191
-860
-11% -$34.8K 0.04% 201
2023
Q1 		$343K Sell
8,051
-2,686
-25% -$172K 0.05% 191
2022
Q4 		$718K Sell
10,737
-115
-1% -$7.97K 0.1% 157
2022
Q3 		$784K Sell
10,852
-60
-0.5% -$4.73K 0.12% 148
2022
Q2 		$835K Buy
10,912
+51
+0.5% +$4.12K 0.12% 151
2022
Q1 		$1.01M Buy
10,861
+168
+2% +$15.8K 0.13% 144
2021
Q4 		$948K Buy
10,693
+33
+0.3% +$2.83K 0.12% 150
2021
Q3 		$880K Buy
10,660
+495
+5% +$35.6K 0.12% 146
2021
Q2 		$667K Buy
10,165
+560
+6% +$41.5K 0.09% 159
2021
Q1 		$629K Hold
9,605
– – 0.1% 154
2020
Q4 		$629K Sell
9,605
-185
-2% -$9.02K 0.1% 156
2020
Q3 		$374K Sell
9,790
-144
-1% -$5.54K 0.07% 166
2020
Q2 		$368K Buy
+9,934
New +$346K 0.07% 164
2018
Q4 		– Sell
-3,348
Closed -$302K – 178
2018
Q3 		$302K Sell
3,348
-692
-17% -$66K 0.05% 166
2018
Q2 		$367K Buy
4,040
+536
+15% +$51.4K 0.06% 156
2018
Q1 		$336K Buy
+3,504
New +$334K 0.06% 164

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

Beacon Financial Group's CMA Position: Q1 2026 in Review

Beacon Financial Group sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,941 shares — an estimated $430K sold.

Beacon Financial Group first reported a position in CMA in Q1 2018 and held it in 26 quarters. The position peaked at $1.01M in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Beacon Financial Group reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 4,941 Comerica shares in Q1 2026, an estimated $430K.
  • Beacon Financial Group first reported a position in Comerica in Q1 2018 and held it in 26 quarters.
  • Beacon Financial Group's Comerica position peaked at $1.01M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.