Capstone Investment Advisors
CMA

Capstone Investment Advisors’s Comerica CMA Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-3,762
Closed -$258K – 1657
2025
Q3 		$258K Buy
+3,762
New +$253K ﹤0.01% 1709
2025
Q1 		– Sell
-5,099
Closed -$315K – 1432
2024
Q4 		$315K Buy
5,099
+4,540
+812% +$295K ﹤0.01% 1469
2024
Q3 		$33.5K Sell
559
-1,535
-73% -$84.7K ﹤0.01% 1832
2024
Q2 		$107K Sell
2,094
-4,246
-67% -$217K ﹤0.01% 1877
2024
Q1 		$349K Buy
6,340
+3,760
+146% +$196K ﹤0.01% 1747
2023
Q4 		$144K Sell
2,580
-5,104
-66% -$231K ﹤0.01% 1876
2023
Q3 		$319K Buy
+7,684
New +$364K ﹤0.01% 1561
2022
Q2 		– Sell
-2,259
Closed -$204K – 1869
2022
Q1 		$204K Buy
2,259
+1,690
+297% +$159K ﹤0.01% 1737
2021
Q4 		$50K Buy
569
+511
+881% +$43.8K ﹤0.01% 1683
2021
Q3 		$5K Buy
+58
New +$4.17K ﹤0.01% 1984
2021
Q2 		– Sell
-1,259
Closed -$93.3K – 1736
2021
Q1 		$90K Sell
1,259
-23,754
-95% -$1.56M ﹤0.01% 1555
2020
Q4 		$1.4M Sell
25,013
-15,365
-38% -$749K ﹤0.01% 977
2020
Q3 		$1.54M Buy
40,378
+9,434
+30% +$363K 0.01% 899
2020
Q2 		$1.18M Buy
30,944
+4,024
+15% +$140K 0.01% 870
2020
Q1 		$790K Buy
26,920
+9,921
+58% +$539K 0.01% 777
2019
Q4 		$1.22M Sell
16,999
-3,380
-17% -$232K 0.01% 955
2019
Q3 		$1.34M Buy
20,379
+4,372
+27% +$289K 0.01% 837
2019
Q2 		$1.16M Buy
16,007
+4,627
+41% +$344K 0.01% 896
2019
Q1 		$834K Buy
11,380
+8,327
+273% +$667K 0.01% 869
2018
Q4 		$210K Buy
3,053
+1,488
+95% +$118K ﹤0.01% 1019
2018
Q3 		$141K Buy
+1,565
New +$149K ﹤0.01% 1081
2016
Q1 		– Sell
-27,000
Closed -$1.13M – 660
2015
Q4 		$1.13M Buy
+27,000
New +$1.18M 0.03% 228

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's CMA Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Comerica (CMA) in Q4 2025, closing a stake of 3,762 shares — an estimated $258K sold.

Capstone Investment Advisors first reported a position in CMA in Q4 2015 and held it in 22 quarters. The position peaked at $1.54M in Q3 2020. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,762 Comerica shares in Q4 2025, an estimated $258K.
  • Capstone Investment Advisors first reported a position in Comerica in Q4 2015 and held it in 22 quarters.
  • Capstone Investment Advisors's Comerica position peaked at $1.54M in Q3 2020.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.