KAS
CMA

Kestra Advisory Services’s Comerica CMA Stock Holding History

Kestra Advisory Services’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
-18,719
Closed -$1.63M – 3340
2025
Q4 		$1.63M Sell
18,719
-701
-4% -$56.4K 0.01% 1338
2025
Q3 		$1.33M Buy
19,420
+502
+3% +$33.8K 0.01% 1398
2025
Q2 		$1.13M Buy
18,918
+86
+0.5% +$4.8K 0.01% 1399
2025
Q1 		$1.11M Buy
18,832
+459
+2% +$28.8K 0.01% 1332
2024
Q4 		$1.14M Sell
18,373
-152
-0.8% -$9.88K 0.01% 1340
2024
Q3 		$1.11M Sell
18,525
-298
-2% -$16.4K 0.01% 1262
2024
Q2 		$961K Sell
18,823
-72
-0.4% -$3.68K 0.01% 1346
2024
Q1 		$1.04M Buy
18,895
+1,539
+9% +$80.3K 0.01% 1217
2023
Q4 		$969K Sell
17,356
-177
-1% -$8K 0.01% 1135
2023
Q3 		$728K Sell
17,533
-815
-4% -$38.6K 0.01% 1162
2023
Q2 		$777K Buy
18,348
+9,267
+102% +$375K 0.01% 1096
2023
Q1 		$394K Sell
9,081
-3,954
-30% -$253K ﹤0.01% 1405
2022
Q4 		$871K Buy
13,035
+4,116
+46% +$285K 0.01% 1121
2022
Q3 		$634K Buy
8,919
+889
+11% +$70K 0.01% 1185
2022
Q2 		$589K Buy
8,030
+1,805
+29% +$146K 0.01% 1232
2022
Q1 		$563K Sell
6,225
-99
-2% -$9.34K 0.01% 1223
2021
Q4 		$550K Sell
6,324
-2,709
-30% -$232K 0.01% 1272
2021
Q3 		$727K Buy
9,033
+1,047
+13% +$75.3K 0.01% 1185
2021
Q2 		$570K Buy
7,986
+2,527
+46% +$187K 0.01% 1222
2021
Q1 		$392K Buy
5,459
+1,841
+51% +$121K 0.01% 1308
2020
Q4 		$202K Buy
+3,618
New +$176K ﹤0.01% 1720

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 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 $18.1B AUM 24.69% 1-Year Est. Return

Kestra Advisory Services's CMA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Comerica (CMA) in Q1 2026, closing a stake of 18,719 shares — an estimated $1.63M sold.

Kestra Advisory Services first reported a position in CMA in Q4 2020 and held it in 21 quarters. The position peaked at $1.63M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Kestra Advisory Services reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 18,719 Comerica shares in Q1 2026, an estimated $1.63M.
  • Kestra Advisory Services first reported a position in Comerica in Q4 2020 and held it in 21 quarters.
  • Kestra Advisory Services's Comerica position peaked at $1.63M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.