KIM
CMA

Kestra Investment Management’s Comerica CMA Stock Holding History

Kestra Investment 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
Q3 		– Sell
-556
Closed -$32.8K – 537
2025
Q2 		$32.8K Hold
556
– – ﹤0.01% 590
2025
Q1 		$32.8K Buy
+556
New +$34.9K ﹤0.01% 505

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Kestra Investment Management's CMA Position: Q3 2025 in Review

Kestra Investment Management sold out of Comerica (CMA) in Q3 2025, closing a stake of 556 shares — an estimated $32.8K sold.

Kestra Investment Management first reported a position in CMA in Q1 2025 and held it in 2 quarters. The position peaked at $32.8K in Q2 2025. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • Kestra Investment Management reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 556 Comerica shares in Q3 2025, an estimated $32.8K.
  • Kestra Investment Management first reported a position in Comerica in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Comerica position peaked at $32.8K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.