HWM
CMA

HB Wealth Management’s Comerica CMA Stock Holding History

HB 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
-7,652
Closed -$665K – 1557
2025
Q4 		$665K Buy
7,652
+854
+13% +$68.7K ﹤0.01% 774
2025
Q3 		$466K Buy
6,798
+425
+7% +$28.6K ﹤0.01% 895
2025
Q2 		$380K Sell
6,373
-441
-6% -$24.6K ﹤0.01% 848
2025
Q1 		$402K Buy
6,814
+64
+0.9% +$4.02K ﹤0.01% 841
2024
Q4 		$417K Buy
6,750
+430
+7% +$28K ﹤0.01% 683
2024
Q3 		$379K Buy
6,320
+1,135
+22% +$62.6K ﹤0.01% 679
2024
Q2 		$265K Buy
5,185
+57
+1% +$2.91K ﹤0.01% 758
2024
Q1 		$282K Buy
5,128
+356
+7% +$18.6K ﹤0.01% 680
2023
Q4 		$266K Buy
+4,772
New +$216K ﹤0.01% 651

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $4.03B AUM 45.39% 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 $20.6B AUM 34.61% 1-Year Est. Return

HB Wealth Management's CMA Position: Q1 2026 in Review

HB Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 7,652 shares — an estimated $665K sold.

HB Wealth Management first reported a position in CMA in Q4 2023 and held it in 9 quarters. The position peaked at $665K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • HB Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 7,652 Comerica shares in Q1 2026, an estimated $665K.
  • HB Wealth Management first reported a position in Comerica in Q4 2023 and held it in 9 quarters.
  • HB Wealth Management's Comerica position peaked at $665K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.