LFA
CMA

Legacy Financial Advisors’s Comerica CMA Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-4,555
Closed -$269K – 355
2025
Q1 		$269K Sell
4,555
-184
-4% -$11.6K 0.05% 291
2024
Q4 		$293K Sell
4,739
-315
-6% -$20.5K 0.05% 274
2024
Q3 		$303K Buy
5,054
+74
+1% +$4.08K 0.05% 276
2024
Q2 		$254K Buy
4,980
+169
+4% +$8.63K 0.05% 286
2024
Q1 		$265K Buy
4,811
+241
+5% +$12.6K 0.05% 265
2023
Q4 		$255K Buy
+4,570
New +$207K 0.05% 254
2023
Q1 		– Sell
-3,959
Closed -$265K – 256
2022
Q4 		$265K Sell
3,959
-19
-0.5% -$1.32K 0.06% 193
2022
Q3 		$283K Buy
3,978
+180
+5% +$14.2K 0.07% 165
2022
Q2 		$279K Buy
3,798
+283
+8% +$22.9K 0.07% 157
2022
Q1 		$318K Sell
3,515
-228
-6% -$21.5K 0.07% 158
2021
Q4 		$326K Buy
3,743
+185
+5% +$15.9K 0.07% 135
2021
Q3 		$286K Buy
3,558
+64
+2% +$4.61K 0.07% 132
2021
Q2 		$249K Buy
3,494
+625
+22% +$46.3K 0.06% 147
2021
Q1 		$206K Buy
+2,869
New +$188K 0.06% 153
2019
Q2 		– Sell
-115
Closed -$8K – 268
2019
Q1 		$8K Buy
115
+15
+15% +$1.2K ﹤0.01% 659
2018
Q4 		$7K Buy
+100
New +$7.95K ﹤0.01% 645

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Legacy Financial Advisors's CMA Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Comerica (CMA) in Q2 2025, closing a stake of 4,555 shares — an estimated $269K sold.

Legacy Financial Advisors first reported a position in CMA in Q4 2018 and held it in 16 quarters. The position peaked at $326K in Q4 2021. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,555 Comerica shares in Q2 2025, an estimated $269K.
  • Legacy Financial Advisors first reported a position in Comerica in Q4 2018 and held it in 16 quarters.
  • Legacy Financial Advisors's Comerica position peaked at $326K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.