Kovitz Investment Group Partners
CMA

Kovitz Investment Group Partners’s Comerica CMA Stock Holding History

Kovitz Investment Group Partners’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
-120,784
Closed -$8.28M – 606
2025
Q3 		$8.28M Sell
120,784
-2,159
-2% -$145K 0.03% 363
2025
Q2 		$7.33M Sell
122,943
-1,383
-1% -$77.2K 0.03% 372
2025
Q1 		$7.34M Sell
124,326
-4,049
-3% -$254K 0.04% 329
2024
Q4 		$7.94M Buy
128,375
+2,783
+2% +$181K 0.04% 318
2024
Q3 		$7.16M Buy
125,592
+19,522
+18% +$1.08M 0.05% 287
2024
Q2 		$5.41M Sell
106,070
-2,779
-3% -$142K 0.05% 274
2024
Q1 		$5.99M Buy
108,849
+11,775
+12% +$615K 0.08% 185
2023
Q4 		$5.42M Sell
97,074
-5,792
-6% -$262K 0.09% 143
2023
Q3 		$4.27M Sell
102,866
-3,299
-3% -$156K 0.08% 168
2023
Q2 		$4.5M Buy
106,165
+138
+0.1% +$5.58K 0.07% 164
2023
Q1 		$4.6M Buy
106,027
+4,428
+4% +$284K 0.08% 160
2022
Q4 		$6.79M Buy
101,599
+875
+0.9% +$60.6K 0.13% 109
2022
Q3 		$7.16M Sell
100,724
-950
-0.9% -$74.9K 0.17% 86
2022
Q2 		$7.46M Buy
101,674
+516
+0.5% +$41.7K 0.17% 96
2022
Q1 		$9.15M Buy
101,158
+7,475
+8% +$705K 0.17% 83
2021
Q4 		$5.23M Sell
93,683
-2,398
-2% -$206K 0.12% 119
2021
Q3 		$7.74M Buy
96,081
+222
+0.2% +$16K 0.15% 95
2021
Q2 		$6.84M Sell
95,859
-929
-1% -$68.8K 0.13% 117
2021
Q1 		$6.94M Buy
96,788
+3,105
+3% +$203K 0.16% 95
2020
Q4 		$5.23M Sell
93,683
-5,010
-5% -$244K 0.13% 114
2020
Q3 		$3.77M Sell
98,693
-437
-0.4% -$16.8K 0.11% 133
2020
Q2 		$3.78M Buy
99,130
+23,669
+31% +$825K 0.12% 125
2020
Q1 		$2.21M Buy
75,461
+15,264
+25% +$829K 0.08% 166
2019
Q4 		$4.32M Sell
60,197
-4,238
-7% -$291K 0.13% 119
2019
Q3 		$4.25M Buy
64,435
+1,574
+3% +$104K 0.14% 122
2019
Q2 		$4.57M Sell
62,861
-3,411
-5% -$253K 0.14% 106
2019
Q1 		$4.86M Buy
66,272
+48,620
+275% +$3.9M 0.15% 99
2018
Q4 		$1.21M Buy
+17,652
New +$1.4M 0.05% 179

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's CMA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Comerica (CMA) in Q4 2025, closing a stake of 120,784 shares — an estimated $8.28M sold.

Kovitz Investment Group Partners first reported a position in CMA in Q4 2018 and held it in 28 quarters. The position peaked at $9.15M in Q1 2022. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 120,784 Comerica shares in Q4 2025, an estimated $8.28M.
  • Kovitz Investment Group Partners first reported a position in Comerica in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Comerica position peaked at $9.15M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.