FMWA
CMA

Forvis Mazars Wealth Advisors’s Comerica CMA Stock Holding History

Forvis Mazars 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
-5,317
Closed -$462K – 404
2025
Q4 		$462K Hold
5,317
– – 0.01% 296
2025
Q3 		$364K Sell
5,317
-14
-0.3% -$943 0.01% 329
2025
Q2 		$318K Hold
5,331
– – 0.01% 345
2025
Q1 		$315K Hold
5,331
– – 0.01% 343
2024
Q4 		$330K Sell
5,331
-10
-0.2% -$650 0.01% 363
2024
Q3 		$320K Buy
5,341
+4
+0.1% +$221 0.01% 374
2024
Q2 		$272K Hold
5,337
– – 0.01% 359
2024
Q1 		$293K Hold
5,337
– – 0.01% 350
2023
Q4 		$298K Sell
5,337
-57
-1% -$2.58K 0.01% 339
2023
Q3 		$224K Sell
5,394
-14
-0.3% -$664 0.01% 363
2023
Q2 		$229K Buy
+5,408
New +$219K 0.01% 387

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

Forvis Mazars Wealth Advisors's CMA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 5,317 shares — an estimated $462K sold.

Forvis Mazars Wealth Advisors first reported a position in CMA in Q2 2023 and held it in 11 quarters. The position peaked at $462K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,317 Comerica shares in Q1 2026, an estimated $462K.
  • Forvis Mazars Wealth Advisors first reported a position in Comerica in Q2 2023 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Comerica position peaked at $462K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.