EWA
CMA

EverSource Wealth Advisors’s Comerica CMA Stock Holding History

EverSource Wealth 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
-4,831
Closed -$420K – 4414
2025
Q4 		$420K Sell
4,831
-322
-6% -$25.9K 0.02% 603
2025
Q3 		$353K Buy
5,153
+33
+0.6% +$2.22K 0.01% 644
2025
Q2 		$305K Buy
5,120
+4,176
+442% +$233K 0.01% 662
2025
Q1 		$55.8K Buy
944
+25
+3% +$1.57K ﹤0.01% 1187
2024
Q4 		$56.8K Sell
919
-288
-24% -$18.7K ﹤0.01% 1135
2024
Q3 		$72.3K Hold
1,207
– – ﹤0.01% 911
2024
Q2 		$66.2K Buy
1,207
+199
+20% +$10.2K ﹤0.01% 963
2024
Q1 		$50.6K Buy
1,008
+3
+0.3% +$157 ﹤0.01% 981
2023
Q4 		$56.1K Buy
1,005
+190
+23% +$8.59K 0.01% 853
2023
Q3 		$33.9K Sell
815
-1,058
-56% -$50.2K ﹤0.01% 951
2023
Q2 		$79.3K Buy
1,873
+1,480
+377% +$59.8K 0.01% 661
2023
Q1 		$17.1K Buy
393
+148
+60% +$9.48K ﹤0.01% 1141
2022
Q4 		$16.4K Sell
245
-67
-21% -$4.64K ﹤0.01% 1128
2022
Q3 		$22K Buy
312
+12
+4% +$946 0.01% 866
2022
Q2 		$22K Buy
300
+15
+5% +$1.21K 0.01% 799
2022
Q1 		$26K Buy
285
+67
+31% +$6.32K 0.01% 612
2021
Q4 		$19K Buy
+218
New +$18.7K 0.01% 705

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

EverSource Wealth Advisors's CMA Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,831 shares — an estimated $420K sold.

EverSource Wealth Advisors first reported a position in CMA in Q4 2021 and held it in 17 quarters. The position peaked at $420K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,831 Comerica shares in Q1 2026, an estimated $420K.
  • EverSource Wealth Advisors first reported a position in Comerica in Q4 2021 and held it in 17 quarters.
  • EverSource Wealth Advisors's Comerica position peaked at $420K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.