CFO
CMA

Callan Family Office’s Comerica CMA Stock Holding History

Callan Family Office’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
-4,089
Closed -$355K – 1144
2025
Q4 		$355K Buy
4,089
+318
+8% +$25.6K 0.01% 878
2025
Q3 		$258K Sell
3,771
-379
-9% -$25.5K 0.01% 751
2025
Q2 		$248K Buy
+4,150
New +$232K 0.01% 832

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

Callan Family Office's CMA Position: Q1 2026 in Review

Callan Family Office sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,089 shares — an estimated $355K sold.

Callan Family Office first reported a position in CMA in Q2 2025 and held it in 3 quarters. The position peaked at $355K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Callan Family Office reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 4,089 Comerica shares in Q1 2026, an estimated $355K.
  • Callan Family Office first reported a position in Comerica in Q2 2025 and held it in 3 quarters.
  • Callan Family Office's Comerica position peaked at $355K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.