LCGC
CMA

Legacy Capital Group California’s Comerica CMA Stock Holding History

Legacy Capital Group California’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
-11,194
Closed -$973K – 295
2025
Q4 		$973K Sell
11,194
-51
-0.5% -$4.11K 0.24% 110
2025
Q3 		$771K Buy
11,245
+67
+0.6% +$4.51K 0.2% 139
2025
Q2 		$667K Sell
11,178
-312
-3% -$17.4K 0.18% 140
2025
Q1 		$679K Sell
11,490
-107
-0.9% -$6.72K 0.24% 113
2024
Q4 		$717K Sell
11,597
-72
-0.6% -$4.68K 0.22% 126
2024
Q3 		$699K Sell
11,669
-2,250
-16% -$124K 0.23% 126
2024
Q2 		$710K Buy
13,919
+119
+0.9% +$6.08K 0.26% 120
2024
Q1 		$759K Buy
13,800
+1,264
+10% +$66K 0.28% 119
2023
Q4 		$700K Sell
12,536
-1,105
-8% -$50K 0.27% 120
2023
Q3 		$567K Buy
13,641
+22
+0.2% +$1.04K 0.24% 123
2023
Q2 		$577K Buy
13,619
+375
+3% +$15.2K 0.24% 126
2023
Q1 		$575K Buy
+13,244
New +$849K 0.28% 107

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

Legacy Capital Group California's CMA Position: Q1 2026 in Review

Legacy Capital Group California sold out of Comerica (CMA) in Q1 2026, closing a stake of 11,194 shares — an estimated $973K sold.

Legacy Capital Group California first reported a position in CMA in Q1 2023 and held it in 12 quarters. The position peaked at $973K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Legacy Capital Group California reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 11,194 Comerica shares in Q1 2026, an estimated $973K.
  • Legacy Capital Group California first reported a position in Comerica in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Comerica position peaked at $973K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.