Creative Planning
CMA

Creative Planning’s Comerica CMA Stock Holding History

Creative 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
-39,507
Closed -$3.43M – 4119
2025
Q4 		$3.43M Buy
39,507
+5,777
+17% +$465K ﹤0.01% 1279
2025
Q3 		$2.31M Buy
33,730
+1,661
+5% +$112K ﹤0.01% 1432
2025
Q2 		$1.91M Buy
32,069
+2,806
+10% +$157K ﹤0.01% 1349
2025
Q1 		$1.73M Buy
29,263
+6,835
+30% +$429K ﹤0.01% 1284
2024
Q4 		$1.39M Sell
22,428
-23,802
-51% -$1.55M ﹤0.01% 1395
2024
Q3 		$2.77M Sell
46,230
-2,608
-5% -$144K ﹤0.01% 902
2024
Q2 		$2.49M Buy
48,838
+514
+1% +$26.3K ﹤0.01% 894
2024
Q1 		$2.66M Buy
48,324
+980
+2% +$51.2K ﹤0.01% 851
2023
Q4 		$2.64M Sell
47,344
-60,892
-56% -$2.75M ﹤0.01% 796
2023
Q3 		$4.5M Buy
108,236
+3,640
+3% +$173K 0.01% 565
2023
Q2 		$4.43M Buy
104,596
+82,992
+384% +$3.35M 0.01% 552
2023
Q1 		$938K Buy
21,604
+98
+0.5% +$6.28K ﹤0.01% 1114
2022
Q4 		$1.44M Buy
21,506
+1,320
+7% +$91.4K ﹤0.01% 864
2022
Q3 		$1.44M Buy
20,186
+1,930
+11% +$152K ﹤0.01% 805
2022
Q2 		$1.34M Sell
18,256
-436
-2% -$35.2K ﹤0.01% 853
2022
Q1 		$1.69M Buy
18,692
+520
+3% +$49.1K ﹤0.01% 770
2021
Q4 		$1.58M Buy
18,172
+1,620
+10% +$139K ﹤0.01% 770
2021
Q3 		$1.33M Buy
16,552
+1,508
+10% +$109K ﹤0.01% 823
2021
Q2 		$1.07M Sell
15,044
-2,917
-16% -$216K ﹤0.01% 903
2021
Q1 		$1.29M Buy
17,961
+714
+4% +$46.8K ﹤0.01% 910
2020
Q4 		$963K Sell
17,247
-2,488
-13% -$121K ﹤0.01% 975
2020
Q3 		$755K Buy
19,735
+127
+0.6% +$4.88K ﹤0.01% 922
2020
Q2 		$747K Buy
19,608
+1,005
+5% +$35.1K ﹤0.01% 853
2020
Q1 		$546K Sell
18,603
-2,077
-10% -$113K ﹤0.01% 895
2019
Q4 		$1.48M Sell
20,680
-280
-1% -$19.2K ﹤0.01% 626
2019
Q3 		$1.38M Buy
20,960
+1,627
+8% +$108K ﹤0.01% 622
2019
Q2 		$1.4M Buy
19,333
+693
+4% +$51.5K ﹤0.01% 616
2019
Q1 		$1.37M Sell
18,640
-2,550
-12% -$204K ﹤0.01% 609
2018
Q4 		$1.46M Buy
21,190
+14,146
+201% +$1.12M 0.01% 515
2018
Q3 		$635K Buy
7,044
+1,196
+20% +$114K ﹤0.01% 959
2018
Q2 		$532K Buy
5,848
+225
+4% +$21.6K ﹤0.01% 1037
2018
Q1 		$539K Buy
5,623
+351
+7% +$33.5K ﹤0.01% 1045
2017
Q4 		$458K Buy
5,272
+1,212
+30% +$97.5K ﹤0.01% 1134
2017
Q3 		$310K Buy
4,060
+789
+24% +$56.5K ﹤0.01% 1315
2017
Q2 		$240K Sell
3,271
-45
-1% -$3.16K ﹤0.01% 1412
2017
Q1 		$227K Buy
3,316
+1,191
+56% +$83.1K ﹤0.01% 1412
2016
Q4 		$145K Buy
2,125
+63
+3% +$3.69K ﹤0.01% 1604
2016
Q3 		$98K Buy
2,062
+1,026
+99% +$46.5K ﹤0.01% 1860
2016
Q2 		$43K Buy
1,036
+2
+0.2% +$85 ﹤0.01% 2237
2016
Q1 		$39K Buy
1,034
+2
+0.2% +$72 ﹤0.01% 2266
2015
Q4 		$43K Buy
1,032
+2
+0.2% +$87 ﹤0.01% 2232
2015
Q3 		$42K Buy
+1,030
New +$46.9K ﹤0.01% 2153
2015
Q2 		– Sell
-1,272
Closed -$57K – 1436
2015
Q1 		$57K Sell
1,272
-900
-41% -$40.2K ﹤0.01% 1934
2014
Q4 		$102K Buy
2,172
+98
+5% +$4.6K ﹤0.01% 1541
2014
Q3 		$103K Hold
2,074
– – ﹤0.01% 1452
2014
Q2 		$104K Buy
2,074
+277
+15% +$13.5K ﹤0.01% 1404
2014
Q1 		$93K Buy
1,797
+654
+57% +$31.5K ﹤0.01% 1442
2013
Q4 		$54K Sell
1,143
-13
-1% -$571 ﹤0.01% 1554
2013
Q3 		$45K Hold
1,156
– – ﹤0.01% 1574
2013
Q2 		$46K Buy
+1,156
New +$43.2K ﹤0.01% 1430

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

Creative Planning's CMA Position: Q1 2026 in Review

Creative Planning sold out of Comerica (CMA) in Q1 2026, closing a stake of 39,507 shares — an estimated $3.43M sold.

Creative Planning first reported a position in CMA in Q2 2013 and held it in 50 quarters. The position peaked at $4.5M in Q3 2023. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Creative Planning reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 39,507 Comerica shares in Q1 2026, an estimated $3.43M.
  • Creative Planning first reported a position in Comerica in Q2 2013 and held it in 50 quarters.
  • Creative Planning's Comerica position peaked at $4.5M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.