Icon Wealth Advisors’s Comerica CMA Stock Holding History

Icon 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
2025 Q4	–	Sell	-3,575	Closed	-$245K	–	420
2025 Q3	$245K	Hold	3,575	–	–	0.02%	342
2025 Q2	$213K	Buy	+3,575	New	+$199K	0.02%	359

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's CMA Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Comerica (CMA) in Q4 2025, closing a stake of 3,575 shares — an estimated $245K sold.

Icon Wealth Advisors first reported a position in CMA in Q2 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

Icon Wealth Advisors reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 3,575 Comerica shares in Q4 2025, an estimated $245K.
Icon Wealth Advisors first reported a position in Comerica in Q2 2025 and held it in 2 quarters.
Icon Wealth Advisors's Comerica position peaked at $245K in Q3 2025.
571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.