BWM
CMA

Bernard Wealth Management’s Comerica CMA Stock Holding History

Bernard 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
2026
Q1 		– Sell
-225
Closed -$19.6K – 363
2025
Q4 		$19.6K Hold
225
– – 0.01% 191
2025
Q3 		$15.4K Hold
225
– – 0.01% 199
2025
Q2 		$13.4K Hold
225
– – 0.01% 205
2025
Q1 		$13.3K Hold
225
– – 0.01% 211
2024
Q4 		$13.9K Buy
+225
New +$14.6K 0.01% 201

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

Bernard Wealth Management's CMA Position: Q1 2026 in Review

Bernard Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 225 shares — an estimated $19.6K sold.

Bernard Wealth Management first reported a position in CMA in Q4 2024 and held it in 5 quarters. The position peaked at $19.6K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Bernard Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 225 Comerica shares in Q1 2026, an estimated $19.6K.
  • Bernard Wealth Management first reported a position in Comerica in Q4 2024 and held it in 5 quarters.
  • Bernard Wealth Management's Comerica position peaked at $19.6K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.