CFFP
CMA

Center for Financial Planning’s Comerica CMA Stock Holding History

Center for Financial Planning’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
-289
Closed -$25.1K – 670
2025
Q4 		$25.1K Sell
289
-225
-44% -$18.1K ﹤0.01% 386
2025
Q3 		$35.2K Buy
514
+150
+41% +$10.1K ﹤0.01% 351
2025
Q2 		$21.7K Hold
364
– – ﹤0.01% 385
2025
Q1 		$21.5K Hold
364
– – ﹤0.01% 384
2024
Q4 		$22.5K Hold
364
– – ﹤0.01% 336
2024
Q3 		$21.8K Sell
364
-22
-6% -$1.21K ﹤0.01% 331
2024
Q2 		$19.7K Buy
386
+22
+6% +$1.12K ﹤0.01% 326
2024
Q1 		$20K Hold
364
– – ﹤0.01% 328
2023
Q4 		$20.3K Hold
364
– – ﹤0.01% 309
2023
Q3 		$15.1K Hold
364
– – ﹤0.01% 316
2023
Q2 		$15.4K Hold
364
– – ﹤0.01% 339
2023
Q1 		$15.8K Hold
364
– – ﹤0.01% 309
2022
Q4 		$24.3K Hold
364
– – 0.01% 281
2022
Q3 		$26K Hold
364
– – 0.01% 268
2022
Q2 		$27K Hold
364
– – 0.01% 268
2022
Q1 		$33K Sell
364
-239
-40% -$22.5K 0.01% 258
2021
Q4 		$52K Sell
603
-579
-49% -$49.7K 0.01% 222
2021
Q3 		$95K Hold
1,182
– – 0.02% 166
2021
Q2 		$84K Hold
1,182
– – 0.02% 175
2021
Q1 		$85K Hold
1,182
– – 0.02% 174
2020
Q4 		$66K Hold
1,182
– – 0.02% 184
2020
Q3 		$45K Sell
1,182
-277
-19% -$10.7K 0.01% 194
2020
Q2 		$56K Sell
1,459
-83
-5% -$2.9K 0.02% 178
2020
Q1 		$45K Sell
1,542
-7
-0.5% -$380 0.02% 179
2019
Q4 		$111K Buy
+1,549
New +$106K 0.03% 134

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

Center for Financial Planning's CMA Position: Q1 2026 in Review

Center for Financial Planning sold out of Comerica (CMA) in Q1 2026, closing a stake of 289 shares — an estimated $25.1K sold.

Center for Financial Planning first reported a position in CMA in Q4 2019 and held it in 25 quarters. The position peaked at $111K in Q4 2019. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Center for Financial Planning reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 289 Comerica shares in Q1 2026, an estimated $25.1K.
  • Center for Financial Planning first reported a position in Comerica in Q4 2019 and held it in 25 quarters.
  • Center for Financial Planning's Comerica position peaked at $111K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.