CCM
CMA

Coldstream Capital Management’s Comerica CMA Stock Holding History

Coldstream Capital Management’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
-3,497
Closed -$304K – 1209
2025
Q4 		$304K Sell
3,497
-580
-14% -$46.7K ﹤0.01% 896
2025
Q3 		$279K Buy
4,077
+23
+0.6% +$1.55K ﹤0.01% 971
2025
Q2 		$242K Sell
4,054
-827
-17% -$46.1K ﹤0.01% 983
2025
Q1 		$288K Sell
4,881
-403
-8% -$25.3K 0.01% 835
2024
Q4 		$327K Sell
5,284
-431
-8% -$28K 0.01% 787
2024
Q3 		$346K Sell
5,715
-256
-4% -$14.1K 0.01% 769
2024
Q2 		$305K Sell
5,971
-165
-3% -$8.43K 0.01% 748
2024
Q1 		$337K Buy
6,136
+325
+6% +$17K 0.01% 719
2023
Q4 		$324K Sell
5,811
-1,906
-25% -$86.2K 0.01% 674
2023
Q3 		$321K Buy
7,717
+813
+12% +$38.5K 0.01% 577
2023
Q2 		$292K Buy
6,904
+848
+14% +$34.3K 0.01% 635
2023
Q1 		$263K Buy
6,056
+1,788
+42% +$115K 0.01% 666
2022
Q4 		$285K Buy
+4,268
New +$296K 0.01% 621
2022
Q2 		$344K Buy
4,690
+274
+6% +$22.1K 0.01% 510
2022
Q1 		$399K Sell
4,416
-54
-1% -$5.09K 0.01% 462
2021
Q4 		$389K Buy
+4,470
New +$384K 0.01% 516
2021
Q3 		– Sell
-3,011
Closed -$215K – 425
2021
Q2 		$215K Buy
3,011
+88
+3% +$6.52K 0.01% 490
2021
Q1 		$210K Buy
+2,923
New +$191K 0.01% 417

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

Coldstream Capital Management's CMA Position: Q1 2026 in Review

Coldstream Capital Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 3,497 shares — an estimated $304K sold.

Coldstream Capital Management first reported a position in CMA in Q1 2021 and held it in 18 quarters. The position peaked at $399K in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Coldstream Capital Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 3,497 Comerica shares in Q1 2026, an estimated $304K.
  • Coldstream Capital Management first reported a position in Comerica in Q1 2021 and held it in 18 quarters.
  • Coldstream Capital Management's Comerica position peaked at $399K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.