Corient Private Wealth
CMA

Corient Private Wealth’s Comerica CMA Stock Holding History

Corient Private Wealth’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
-105,985
Closed -$9.22M – 2873
2025
Q4 		$9.22M Buy
105,985
+56,063
+112% +$4.51M 0.01% 805
2025
Q3 		$3.42M Buy
49,922
+1,390
+3% +$93.6K 0.01% 849
2025
Q2 		$2.9M Buy
48,532
+1,857
+4% +$104K ﹤0.01% 886
2025
Q1 		$2.76M Sell
46,675
-1,107
-2% -$69.6K ﹤0.01% 865
2024
Q4 		$2.96M Sell
47,782
-2,562
-5% -$167K ﹤0.01% 857
2024
Q3 		$3.02M Buy
50,344
+644
+1% +$35.5K ﹤0.01% 925
2024
Q2 		$2.54M Buy
49,700
+4,228
+9% +$216K ﹤0.01% 930
2024
Q1 		$2.5M Buy
45,472
+4,275
+10% +$223K ﹤0.01% 930
2023
Q4 		$2.3M Buy
41,197
+4,715
+13% +$213K ﹤0.01% 939
2023
Q3 		$1.52M Buy
36,482
+2,215
+6% +$105K ﹤0.01% 1031
2023
Q2 		$1.47M Buy
34,267
+13,629
+66% +$551K ﹤0.01% 1011
2023
Q1 		$899K Buy
20,638
+10,393
+101% +$666K ﹤0.01% 1132
2022
Q4 		$685K Buy
+10,245
New +$710K ﹤0.01% 1043

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

Corient Private Wealth's CMA Position: Q1 2026 in Review

Corient Private Wealth sold out of Comerica (CMA) in Q1 2026, closing a stake of 105,985 shares — an estimated $9.22M sold.

Corient Private Wealth first reported a position in CMA in Q4 2022 and held it in 13 quarters. The position peaked at $9.22M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Corient Private Wealth reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 105,985 Comerica shares in Q1 2026, an estimated $9.22M.
  • Corient Private Wealth first reported a position in Comerica in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Comerica position peaked at $9.22M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.