Great Waters Wealth Management’s Comerica CMA Stock Holding History

Great Waters Wealth 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	-4,051	Closed	-$352K	–	122
2025 Q4	$352K	Hold	4,051	–	–	0.04%	81
2025 Q3	$278K	Hold	4,051	–	–	0.03%	90
2025 Q2	$242K	Hold	4,051	–	–	0.03%	92
2025 Q1	$239K	Hold	4,051	–	–	0.03%	86
2024 Q4	$251K	Hold	4,051	–	–	0.03%	89
2024 Q3	$243K	Hold	4,051	–	–	0.03%	93
2024 Q2	$207K	Hold	4,051	–	–	0.03%	99
2024 Q1	$223K	Hold	4,051	–	–	0.04%	89
2023 Q4	$222K	Buy	+4,051	New	+$183K	0.04%	87
2023 Q1	–	Sell	-4,051	Closed	-$290K	–	86
2022 Q4	$290K	Buy	+4,051	New	+$281K	0.06%	73

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

Great Waters Wealth Management's CMA Position: Q1 2026 in Review

Great Waters Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 4,051 shares — an estimated $352K sold.

Great Waters Wealth Management first reported a position in CMA in Q4 2022 and held it in 10 quarters. The position peaked at $352K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

Great Waters Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
Great Waters Wealth Management sold 4,051 Comerica shares in Q1 2026, an estimated $352K.
Great Waters Wealth Management first reported a position in Comerica in Q4 2022 and held it in 10 quarters.
Great Waters Wealth Management's Comerica position peaked at $352K in Q4 2025.
4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Great Waters Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.