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
-22,800
Closed -$1.41M – 1433
2024
Q4 		$1.41M Sell
22,800
-100
-0.4% -$6.5K ﹤0.01% 956
2024
Q3 		$1.37M Sell
22,900
-1,200
-5% -$66.2K ﹤0.01% 860
2024
Q2 		$1.23M Buy
24,100
+3,500
+17% +$179K ﹤0.01% 901
2024
Q1 		$1.13M Buy
20,600
+3,100
+18% +$162K ﹤0.01% 1075
2023
Q4 		$977K Buy
17,500
+10,300
+143% +$466K ﹤0.01% 1058
2023
Q3 		$299K Buy
+7,200
New +$341K ﹤0.01% 1606
2022
Q2 		– Sell
-6,400
Closed -$579K – 1870
2022
Q1 		$579K Sell
6,400
-24,100
-79% -$2.27M ﹤0.01% 1458
2021
Q4 		$2.65M Sell
30,500
-50,200
-62% -$4.31M ﹤0.01% 1036
2021
Q3 		$6.5M Buy
80,700
+31,700
+65% +$2.28M 0.01% 764
2021
Q2 		$3.5M Buy
49,000
+20,700
+73% +$1.53M 0.01% 829
2021
Q1 		$2.03M Sell
28,300
-22,400
-44% -$1.47M 0.01% 923
2020
Q4 		$2.83M Sell
50,700
-13,900
-22% -$678K 0.01% 773
2020
Q3 		$2.47M Sell
64,600
-200
-0.3% -$7.69K 0.01% 739
2020
Q2 		$2.47M Buy
64,800
+19,700
+44% +$687K 0.02% 641
2020
Q1 		$1.32M Sell
45,100
-21,300
-32% -$1.16M 0.02% 635
2019
Q4 		$4.76M Buy
66,400
+10,200
+18% +$700K 0.03% 571
2019
Q3 		$3.71M Buy
56,200
+10,800
+24% +$715K 0.03% 541
2019
Q2 		$3.3M Buy
45,400
+11,000
+32% +$817K 0.02% 585
2019
Q1 		$2.52M Buy
34,400
+17,900
+108% +$1.43M 0.02% 527
2018
Q4 		$1.13M Buy
16,500
+11,200
+211% +$890K 0.01% 569
2018
Q3 		$478K Buy
+5,300
New +$506K 0.01% 807

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.