LFP
CMA

Lakeshore Financial Planning’s Comerica CMA Stock Holding History

Lakeshore Financial Planning’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
-6,461
Closed -$562K – 87
2025
Q4 		$562K Sell
6,461
-581
-8% -$46.8K 0.2% 38
2025
Q3 		$483K Buy
7,042
+46
+0.7% +$3.1K 0.18% 40
2025
Q2 		$417K Sell
6,996
-252
-3% -$14.1K 0.17% 43
2025
Q1 		$428K Buy
7,248
+142
+2% +$8.92K 0.18% 38
2024
Q4 		$440K Sell
7,106
-247
-3% -$16.1K 0.19% 36
2024
Q3 		$441K Buy
7,353
+51
+0.7% +$2.81K 0.19% 37
2024
Q2 		$373K Buy
7,302
+45
+0.6% +$2.3K 0.18% 39
2024
Q1 		$399K Buy
7,257
+47
+0.7% +$2.45K 0.2% 36
2023
Q4 		$402K Sell
7,210
-436
-6% -$19.7K 0.22% 34
2023
Q3 		$318K Buy
+7,646
New +$363K 0.18% 41

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

Lakeshore Financial Planning's CMA Position: Q1 2026 in Review

Lakeshore Financial Planning sold out of Comerica (CMA) in Q1 2026, closing a stake of 6,461 shares — an estimated $562K sold.

Lakeshore Financial Planning first reported a position in CMA in Q3 2023 and held it in 10 quarters. The position peaked at $562K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Lakeshore Financial Planning reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 6,461 Comerica shares in Q1 2026, an estimated $562K.
  • Lakeshore Financial Planning first reported a position in Comerica in Q3 2023 and held it in 10 quarters.
  • Lakeshore Financial Planning's Comerica position peaked at $562K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Lakeshore Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.