BPA
CMA

Beacon Pointe Advisors’s Comerica CMA Stock Holding History

Beacon Pointe Advisors’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
-3,118
Closed -$271K – 1847
2025
Q4 		$271K Buy
+3,118
New +$251K ﹤0.01% 1313
2022
Q2 		– Sell
-2,695
Closed -$244K – 1070
2022
Q1 		$244K Buy
2,695
+371
+16% +$35K ﹤0.01% 1053
2021
Q4 		$202K Buy
+2,324
New +$199K 0.01% 874

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 Pointe Advisors's CMA Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 3,118 shares — an estimated $271K sold.

Beacon Pointe Advisors first reported a position in CMA in Q4 2021 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,118 Comerica shares in Q1 2026, an estimated $271K.
  • Beacon Pointe Advisors first reported a position in Comerica in Q4 2021 and held it in 3 quarters.
  • Beacon Pointe Advisors's Comerica position peaked at $271K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.