KWM
CMA

Kingsview Wealth Management’s Comerica CMA Stock Holding History

Kingsview Wealth 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
2026
Q1 		– Sell
-6,409
Closed -$557K – 1353
2025
Q4 		$557K Sell
6,409
-642
-9% -$51.7K 0.01% 810
2025
Q3 		$483K Sell
7,051
-95
-1% -$6.4K 0.01% 813
2025
Q2 		$426K Sell
7,146
-187
-3% -$10.4K 0.01% 826
2025
Q1 		$433K Sell
7,333
-281
-4% -$17.7K 0.01% 775
2024
Q4 		$471K Sell
7,614
-251
-3% -$16.3K 0.01% 762
2024
Q3 		$471K Sell
7,865
-2,471
-24% -$136K 0.01% 740
2024
Q2 		$528K Sell
10,336
-140,625
-93% -$7.18M 0.01% 671
2024
Q1 		$8.3M Buy
150,961
+12,040
+9% +$628K 0.21% 111
2023
Q4 		$7.75M Buy
138,921
+39,688
+40% +$1.79M 0.23% 106
2023
Q3 		$4.12M Buy
99,233
+18,653
+23% +$884K 0.15% 162
2023
Q2 		$3.41M Buy
80,580
+9,397
+13% +$380K 0.13% 166
2023
Q1 		$3.09M Buy
71,183
+23,972
+51% +$1.54M 0.13% 177
2022
Q4 		$3.16M Buy
47,211
+6,192
+15% +$429K 0.14% 175
2022
Q3 		$2.92M Buy
41,019
+4,466
+12% +$352K 0.14% 166
2022
Q2 		$2.68M Buy
36,553
+2,241
+7% +$181K 0.13% 178
2022
Q1 		$3.1M Buy
34,312
+163
+0.5% +$15.4K 0.14% 166
2021
Q4 		$2.97M Sell
34,149
-160
-0.5% -$13.7K 0.12% 181
2021
Q3 		$2.76M Buy
34,309
+3,564
+12% +$256K 0.13% 171
2021
Q2 		$2.21M Buy
30,745
+2,272
+8% +$168K 0.11% 202
2021
Q1 		$2.04M Sell
28,473
-5,425
-16% -$355K 0.12% 188
2020
Q4 		$1.89M Buy
33,898
+6,560
+24% +$320K 0.14% 164
2020
Q3 		$1.05M Buy
27,338
+12,873
+89% +$495K 0.09% 214
2020
Q2 		$551K Buy
14,465
+4,707
+48% +$164K 0.06% 309
2020
Q1 		$286K Buy
9,758
+178
+2% +$9.66K 0.04% 373
2019
Q4 		$687K Buy
+9,580
New +$658K 0.09% 237

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $158M AUM
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

Kingsview Wealth Management's CMA Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 6,409 shares — an estimated $557K sold.

Kingsview Wealth Management first reported a position in CMA in Q4 2019 and held it in 25 quarters. The position peaked at $8.3M in Q1 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,409 Comerica shares in Q1 2026, an estimated $557K.
  • Kingsview Wealth Management first reported a position in Comerica in Q4 2019 and held it in 25 quarters.
  • Kingsview Wealth Management's Comerica position peaked at $8.3M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.