CPG
CMA

Cornerstone Planning Group’s Comerica CMA Stock Holding History

Cornerstone Planning Group’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
-5
Closed -$463 – 1840
2025
Q4 		$463 Buy
+5
New +$402 ﹤0.01% 1524
2024
Q2 		– Sell
-31
Closed -$1.65K – 1277
2024
Q1 		$1.65K Buy
+31
New +$1.62K ﹤0.01% 693

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

Cornerstone Planning Group's CMA Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Comerica (CMA) in Q1 2026, closing a stake of 5 shares — an estimated $463 sold.

Cornerstone Planning Group first reported a position in CMA in Q1 2024 and held it in 2 quarters. The position peaked at $1.65K in Q1 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Comerica shares in Q1 2026, an estimated $463.
  • Cornerstone Planning Group first reported a position in Comerica in Q1 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Comerica position peaked at $1.65K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.