Crestwood Advisors Group’s Comerica CMA Stock Holding History

Crestwood Advisors 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	-4,465	Closed	-$388K	–	775
2025 Q4	$388K	Buy	4,465 +432	+11%	+$34.8K	0.01%	444
2025 Q3	$276K	Buy	4,033 +179	+5%	+$12.1K	﹤0.01%	484
2025 Q2	$230K	Sell	3,854 -213	-5%	-$11.9K	﹤0.01%	493
2025 Q1	$240K	Buy	4,067 +41	+1%	+$2.58K	﹤0.01%	461
2024 Q4	$249K	Buy	4,026 +16	+0.4%	+$1.04K	﹤0.01%	419
2024 Q3	$240K	Buy	+4,010	New	+$221K	﹤0.01%	401
2024 Q2	–	Sell	-6,050	Closed	-$333K	–	431
2024 Q1	$333K	Sell	6,050 -16	-0.3%	-$835	0.01%	333
2023 Q4	$339K	Buy	6,066 +816	+16%	+$36.9K	0.01%	313
2023 Q3	$218K	Buy	+5,250	New	+$249K	0.01%	332

Other funds holding CMA

KRS

Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return

Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return

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

Crestwood Advisors Group's CMA Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,465 shares — an estimated $388K sold.

Crestwood Advisors Group first reported a position in CMA in Q3 2023 and held it in 9 quarters. The position peaked at $388K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

Crestwood Advisors Group reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 4,465 Comerica shares in Q1 2026, an estimated $388K.
Crestwood Advisors Group first reported a position in Comerica in Q3 2023 and held it in 9 quarters.
Crestwood Advisors Group's Comerica position peaked at $388K in Q4 2025.
4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.