BFG
CMA

Bleakley Financial Group’s Comerica CMA Stock Holding History

Bleakley 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
2025
Q1 		– Sell
-4,430
Closed -$274K – 595
2024
Q4 		$274K Sell
4,430
-48
-1% -$3.12K 0.01% 832
2024
Q3 		$268K Buy
4,478
+351
+9% +$19.4K 0.01% 813
2024
Q2 		$211K Sell
4,127
-81
-2% -$4.14K 0.01% 878
2024
Q1 		$231K Buy
4,208
+402
+11% +$21K 0.01% 844
2023
Q4 		$212K Buy
+3,806
New +$172K 0.01% 847
2023
Q1 		– Sell
-3,700
Closed -$247K – 920
2022
Q4 		$247K Buy
+3,700
New +$256K 0.01% 750

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleakley Financial Group's CMA Position: Q1 2025 in Review

Bleakley Financial Group sold out of Comerica (CMA) in Q1 2025, closing a stake of 4,430 shares — an estimated $274K sold.

Bleakley Financial Group first reported a position in CMA in Q4 2022 and held it in 6 quarters. The position peaked at $274K in Q4 2024. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Bleakley Financial Group reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,430 Comerica shares in Q1 2025, an estimated $274K.
  • Bleakley Financial Group first reported a position in Comerica in Q4 2022 and held it in 6 quarters.
  • Bleakley Financial Group's Comerica position peaked at $274K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.