FFM
CMA

Forum Financial Management’s Comerica CMA Stock Holding History

Forum Financial Management’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
-7,749
Closed -$674K – 467
2025
Q4 		$674K Sell
7,749
-447
-5% -$36K 0.01% 359
2025
Q3 		$562K Buy
8,196
+20
+0.2% +$1.35K 0.01% 416
2025
Q2 		$488K Buy
8,176
+618
+8% +$34.5K 0.01% 422
2025
Q1 		$446K Buy
7,558
+432
+6% +$27.1K 0.01% 418
2024
Q4 		$441K Buy
7,126
+2,750
+63% +$179K 0.01% 428
2024
Q3 		$262K Sell
4,376
-3
-0.1% -$165 ﹤0.01% 586
2024
Q2 		$224K Sell
4,379
-84
-2% -$4.29K ﹤0.01% 618
2024
Q1 		$245K Sell
4,463
-1,483
-25% -$77.4K ﹤0.01% 599
2023
Q4 		$332K Hold
5,946
– – 0.01% 416
2023
Q3 		$247K Hold
5,946
– – 0.01% 492
2023
Q2 		$252K Buy
5,946
+44
+0.7% +$1.78K 0.01% 498
2023
Q1 		$256K Hold
5,902
– – 0.01% 458
2022
Q4 		$395K Hold
5,902
– – 0.01% 312
2022
Q3 		$420K Hold
5,902
– – 0.02% 260
2022
Q2 		$433K Buy
5,902
+2,744
+87% +$222K 0.02% 259
2022
Q1 		$285K Hold
3,158
– – 0.01% 416
2021
Q4 		$275K Buy
+3,158
New +$271K 0.01% 457

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

Forum Financial Management's CMA Position: Q1 2026 in Review

Forum Financial Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 7,749 shares — an estimated $674K sold.

Forum Financial Management first reported a position in CMA in Q4 2021 and held it in 17 quarters. The position peaked at $674K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Forum Financial Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,749 Comerica shares in Q1 2026, an estimated $674K.
  • Forum Financial Management first reported a position in Comerica in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Comerica position peaked at $674K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.