Jacobs Levy Equity Management’s Comerica CMA Stock Holding History

Jacobs Levy Equity 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
2025 Q4	–	Sell	-448,692	Closed	-$30.7M	–	943
2025 Q3	$30.7M	Sell	448,692 -154,150	-26%	-$10.4M	0.12%	158
2025 Q2	$36M	Sell	602,842 -364,445	-38%	-$20.3M	0.14%	152
2025 Q1	$57.1M	Sell	967,287 -428,808	-31%	-$26.9M	0.23%	106
2024 Q4	$86.3M	Buy	1,396,095 +393,507	+39%	+$25.6M	0.31%	79
2024 Q3	$60.1M	Buy	1,002,588 +137,425	+16%	+$7.58M	0.23%	107
2024 Q2	$44.2M	Sell	865,163 -57,846	-6%	-$2.95M	0.18%	128
2024 Q1	$50.8M	Buy	923,009 +160,103	+21%	+$8.36M	0.23%	108
2023 Q4	$42.6M	Sell	762,906 -16,928	-2%	-$765K	0.21%	112
2023 Q3	$32.4M	Sell	779,834 -98,895	-11%	-$4.69M	0.19%	126
2023 Q2	$37.2M	Sell	878,729 -69,498	-7%	-$2.81M	0.21%	124
2023 Q1	$41.2M	Buy	948,227 +234,040	+33%	+$15M	0.25%	103
2022 Q4	$47.7M	Buy	714,187 +21,160	+3%	+$1.47M	0.32%	92
2022 Q3	$49.3M	Buy	693,027 +100,797	+17%	+$7.94M	0.39%	62
2022 Q2	$43.5M	Buy	592,230 +31,587	+6%	+$2.55M	0.34%	71
2022 Q1	$50.7M	Buy	560,643 +274,455	+96%	+$25.9M	0.34%	72
2021 Q4	$24.9M	Buy	286,188 +141,690	+98%	+$12.2M	0.17%	143
2021 Q3	$11.6M	Buy	144,498 +53,754	+59%	+$3.87M	0.08%	269
2021 Q2	$6.47M	Buy	90,744 +13,013	+17%	+$964K	0.04%	391
2021 Q1	$5.58M	Sell	77,731 -48,598	-38%	-$3.18M	0.04%	401
2020 Q4	$7.06M	Buy	126,329 +119,109	+1,650%	+$5.81M	0.06%	333
2020 Q3	$276K	Buy	+7,220	New	+$278K	﹤0.01%	904
2020 Q1	–	Sell	-149,623	Closed	-$10.7M	–	1015
2019 Q4	$10.7M	Sell	149,623 -57,263	-28%	-$3.93M	0.11%	228
2019 Q3	$13.7M	Buy	206,886 +25,196	+14%	+$1.67M	0.17%	166
2019 Q2	$13.2M	Sell	181,690 -61,048	-25%	-$4.54M	0.18%	143
2019 Q1	$17.8M	Sell	242,738 -33,300	-12%	-$2.67M	0.26%	99
2018 Q4	$19M	Sell	276,038 -52,900	-16%	-$4.2M	0.33%	74
2018 Q3	$29.7M	Sell	328,938 -40,460	-11%	-$3.86M	0.42%	54
2018 Q2	$33.6M	Buy	369,398 +24,700	+7%	+$2.37M	0.53%	29
2018 Q1	$33.1M	Buy	344,698 +16,140	+5%	+$1.54M	0.55%	23
2017 Q4	$28.5M	Sell	328,558 -5,680	-2%	-$457K	0.5%	35
2017 Q3	$25.5M	Buy	334,238 +8,208	+3%	+$588K	0.5%	42
2017 Q2	$23.9M	Sell	326,030 -26,280	-7%	-$1.84M	0.51%	44
2017 Q1	$24.2M	Sell	352,310 -17,050	-5%	-$1.19M	0.49%	55
2016 Q4	$25.2M	Buy	369,360 +63,070	+21%	+$3.7M	0.49%	51
2016 Q3	$14.5M	Sell	306,290 -72,340	-19%	-$3.28M	0.26%	120
2016 Q2	$15.6M	Sell	378,630 -3,770	-1%	-$161K	0.32%	80
2016 Q1	$14.5M	Sell	382,400 -5,700	-1%	-$205K	0.31%	95
2015 Q4	$16.2M	Buy	388,100 +48,810	+14%	+$2.13M	0.32%	98
2015 Q3	$13.9M	Buy	339,290 +87,580	+35%	+$3.99M	0.29%	113
2015 Q2	$12.9M	Sell	251,710 -10,610	-4%	-$517K	0.25%	132
2015 Q1	$11.8M	Sell	262,320 -54,420	-17%	-$2.43M	0.2%	152
2014 Q4	$14.8M	Sell	316,740 -35,490	-10%	-$1.67M	0.25%	118
2014 Q3	$17.6M	Buy	352,230 +8,050	+2%	+$404K	0.29%	116
2014 Q2	$17.3M	Buy	344,180 +50,570	+17%	+$2.47M	0.29%	115
2014 Q1	$15.2M	Sell	293,610 -4,360	-1%	-$210K	0.25%	121
2013 Q4	$14.2M	Buy	297,970 +39,670	+15%	+$1.74M	0.21%	152
2013 Q3	$10.2M	Buy	258,300 +20,800	+9%	+$864K	0.17%	173
2013 Q2	$9.46M	Buy	+237,500	New	+$8.87M	0.17%	178

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

Jacobs Levy Equity Management's CMA Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Comerica (CMA) in Q4 2025, closing a stake of 448,692 shares — an estimated $30.7M sold.

Jacobs Levy Equity Management first reported a position in CMA in Q2 2013 and held it in 48 quarters. The position peaked at $86.3M in Q4 2024. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

Jacobs Levy Equity Management reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 448,692 Comerica shares in Q4 2025, an estimated $30.7M.
Jacobs Levy Equity Management first reported a position in Comerica in Q2 2013 and held it in 48 quarters.
Jacobs Levy Equity Management's Comerica position peaked at $86.3M in Q4 2024.
571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.