CAPTRUST Financial Advisors
CMA

CAPTRUST Financial Advisors’s Comerica CMA Stock Holding History

CAPTRUST Financial 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
2026
Q1 		– Sell
-11,620
Closed -$1.01M – 3036
2025
Q4 		$1.01M Sell
11,620
-1,017
-8% -$81.9K ﹤0.01% 1506
2025
Q3 		$866K Buy
12,637
+763
+6% +$51.4K ﹤0.01% 1516
2025
Q2 		$708K Sell
11,874
-848
-7% -$47.3K ﹤0.01% 1521
2025
Q1 		$751K Sell
12,722
-2,249
-15% -$141K ﹤0.01% 1422
2024
Q4 		$926K Buy
14,971
+886
+6% +$57.6K ﹤0.01% 1277
2024
Q3 		$844K Buy
14,085
+2,263
+19% +$125K ﹤0.01% 1289
2024
Q2 		$603K Buy
11,822
+584
+5% +$29.8K ﹤0.01% 1410
2024
Q1 		$618K Sell
11,238
-4,816
-30% -$251K ﹤0.01% 1377
2023
Q4 		$896K Sell
16,054
-353
-2% -$16K ﹤0.01% 1336
2023
Q3 		$682K Buy
16,407
+1,583
+11% +$75.1K ﹤0.01% 1435
2023
Q2 		$628K Sell
14,824
-9,238
-38% -$373K ﹤0.01% 1494
2023
Q1 		$1.04M Buy
24,062
+8,776
+57% +$562K ﹤0.01% 1014
2022
Q4 		$1.02M Sell
15,286
-2,708
-15% -$188K 0.01% 962
2022
Q3 		$1.28M Buy
17,994
+340
+2% +$26.8K 0.01% 826
2022
Q2 		$1.31M Sell
17,654
-10,090
-36% -$815K 0.01% 726
2022
Q1 		$2.53M Buy
27,744
+14,804
+114% +$1.4M 0.02% 536
2021
Q4 		$1.13M Buy
12,940
+8,549
+195% +$734K 0.01% 768
2021
Q3 		$356K Buy
4,391
+201
+5% +$14.5K ﹤0.01% 1201
2021
Q2 		$302K Sell
4,190
-7,495
-64% -$555K ﹤0.01% 1269
2021
Q1 		$846K Buy
11,685
+1,701
+17% +$111K 0.01% 757
2020
Q4 		$565K Sell
9,984
-385
-4% -$18.8K 0.01% 787
2020
Q3 		$395K Buy
10,369
+868
+9% +$33.4K 0.01% 791
2020
Q2 		$341K Buy
9,501
+180
+2% +$6.28K 0.01% 830
2020
Q1 		$253K Sell
9,321
-119
-1% -$6.46K 0.01% 772
2019
Q4 		$677K Buy
9,440
+7,504
+388% +$515K 0.01% 601
2019
Q3 		$129K Sell
1,936
-38
-2% -$2.52K ﹤0.01% 685
2019
Q2 		$145K Sell
1,974
-440
-18% -$32.7K 0.01% 634
2019
Q1 		$179K Buy
2,414
+30
+1% +$2.4K 0.01% 543
2018
Q4 		$165K Buy
2,384
+80
+3% +$6.36K 0.01% 465
2018
Q3 		$209K Buy
2,304
+2,290
+16,357% +$218K 0.01% 436
2018
Q2 		$1K Sell
14
-17
-55% -$1.63K ﹤0.01% 1443
2018
Q1 		$3K Buy
31
+19
+158% +$1.81K ﹤0.01% 1199
2017
Q4 		$1K Buy
+12
New +$966 ﹤0.01% 1207

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

CAPTRUST Financial Advisors's CMA Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 11,620 shares — an estimated $1.01M sold.

CAPTRUST Financial Advisors first reported a position in CMA in Q4 2017 and held it in 33 quarters. The position peaked at $2.53M in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,620 Comerica shares in Q1 2026, an estimated $1.01M.
  • CAPTRUST Financial Advisors first reported a position in Comerica in Q4 2017 and held it in 33 quarters.
  • CAPTRUST Financial Advisors's Comerica position peaked at $2.53M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.