CIA
CMA

Concurrent Investment Advisors’s Comerica CMA Stock Holding History

Concurrent 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
2026
Q1 		– Sell
-2,881
Closed -$250K – 1955
2025
Q4 		$250K Buy
+2,881
New +$232K ﹤0.01% 1510
2024
Q2 		– Sell
-4,246
Closed -$233K – 1005
2024
Q1 		$233K Buy
+4,246
New +$222K 0.01% 750

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

Concurrent Investment Advisors's CMA Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,881 shares — an estimated $250K sold.

Concurrent Investment Advisors first reported a position in CMA in Q1 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,881 Comerica shares in Q1 2026, an estimated $250K.
  • Concurrent Investment Advisors first reported a position in Comerica in Q1 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Comerica position peaked at $250K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.