HP
CMA

Holistic Planning’s Comerica CMA Stock Holding History

Holistic Planning’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
2025
Q4 		– Sell
-5,077
Closed -$348K – 279
2025
Q3 		$348K Buy
+5,077
New +$342K 0.09% 171

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Planning's CMA Position: Q4 2025 in Review

Holistic Planning sold out of Comerica (CMA) in Q4 2025, closing a stake of 5,077 shares — an estimated $348K sold.

Holistic Planning first reported a position in CMA in Q3 2025 and held it in 1 quarter. The position peaked at $348K in Q3 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Holistic Planning reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Holistic Planning sold 5,077 Comerica shares in Q4 2025, an estimated $348K.
  • Holistic Planning first reported a position in Comerica in Q3 2025 and held it in 1 quarter.
  • Holistic Planning's Comerica position peaked at $348K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.