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
Q1 		– Sell
-900
Closed -$55.7K – 1431
2024
Q4 		$55.7K Sell
900
-5,900
-87% -$384K ﹤0.01% 1752
2024
Q3 		$407K Hold
6,800
– – ﹤0.01% 1275
2024
Q2 		$347K Buy
6,800
+500
+8% +$25.5K ﹤0.01% 1510
2024
Q1 		$346K Sell
6,300
-200
-3% -$10.4K ﹤0.01% 1751
2023
Q4 		$363K Buy
6,500
+3,900
+150% +$176K ﹤0.01% 1505
2023
Q3 		$108K Buy
+2,600
New +$123K ﹤0.01% 1939
2022
Q2 		– Sell
-1,300
Closed -$118K – 1868
2022
Q1 		$118K Sell
1,300
-4,300
-77% -$406K ﹤0.01% 1828
2021
Q4 		$487K Sell
5,600
-8,800
-61% -$755K ﹤0.01% 1466
2021
Q3 		$1.16M Buy
14,400
+7,000
+95% +$504K ﹤0.01% 1361
2021
Q2 		$528K Buy
7,400
+2,600
+54% +$193K ﹤0.01% 1368
2021
Q1 		$344K Sell
4,800
-9,500
-66% -$622K ﹤0.01% 1344
2020
Q4 		$799K Sell
14,300
-2,200
-13% -$107K ﹤0.01% 1140
2020
Q3 		$631K Sell
16,500
-300
-2% -$11.5K ﹤0.01% 1129
2020
Q2 		$640K Buy
16,800
+2,100
+14% +$73.2K ﹤0.01% 1030
2020
Q1 		$431K Sell
14,700
-8,800
-37% -$478K 0.01% 917
2019
Q4 		$1.69M Buy
23,500
+6,500
+38% +$446K 0.01% 885
2019
Q3 		$1.12M Buy
17,000
+6,700
+65% +$443K 0.01% 903
2019
Q2 		$748K Buy
10,300
+2,500
+32% +$186K 0.01% 1022
2019
Q1 		$572K Buy
7,800
+4,200
+117% +$337K 0.01% 978
2018
Q4 		$247K Buy
3,600
+2,700
+300% +$215K ﹤0.01% 982
2018
Q3 		$81K Buy
+900
New +$85.9K ﹤0.01% 1160

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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.