Lido Advisors
CMA

Lido Advisors’s Comerica CMA Stock Holding History

Lido 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
2026
Q1 		– Sell
-36,651
Closed -$3.1M – 1980
2025
Q4 		$3.1M Buy
36,651
+712
+2% +$57.3K 0.01% 590
2025
Q3 		$2.48M Buy
35,939
+9,695
+37% +$653K 0.01% 628
2025
Q2 		$1.58M Buy
26,244
+42
+0.2% +$2.34K 0.01% 666
2025
Q1 		$1.57M Sell
26,202
-570
-2% -$35.8K 0.01% 606
2024
Q4 		$1.67M Sell
26,772
-3,920
-13% -$255K 0.01% 570
2024
Q3 		$1.84M Sell
30,692
-382
-1% -$21.1K 0.01% 491
2024
Q2 		$1.61M Buy
31,074
+183
+0.6% +$9.35K 0.01% 501
2024
Q1 		$1.72M Sell
30,891
-1,485
-5% -$77.5K 0.01% 468
2023
Q4 		$1.83M Buy
32,376
+472
+1% +$21.3K 0.01% 439
2023
Q3 		$1.33M Buy
31,904
+353
+1% +$16.7K 0.01% 468
2023
Q2 		$1.34M Buy
31,551
+44
+0.1% +$1.78K 0.01% 464
2023
Q1 		$1.37M Sell
31,507
-33,102
-51% -$2.12M 0.01% 414
2022
Q4 		$4.32M Buy
64,609
+23,786
+58% +$1.65M 0.05% 183
2022
Q3 		$2.9M Buy
40,823
+29,441
+259% +$2.32M 0.04% 202
2022
Q2 		$835K Buy
11,382
+5,879
+107% +$475K 0.01% 395
2022
Q1 		$497K Buy
5,503
+73
+1% +$6.89K 0.01% 603
2021
Q4 		$472K Buy
5,430
+11
+0.2% +$944 0.01% 632
2021
Q3 		$436K Buy
5,419
+20
+0.4% +$1.44K 0.01% 637
2021
Q2 		$389K Buy
5,399
+435
+9% +$32.2K 0.01% 618
2021
Q1 		$360K Buy
4,964
+102
+2% +$6.68K 0.01% 601
2020
Q4 		$274K Buy
+4,862
New +$237K 0.01% 652
2020
Q1 		– Sell
-60,329
Closed -$4.37M – 597
2019
Q4 		$4.37M Buy
60,329
+1,932
+3% +$133K 0.17% 87
2019
Q3 		$3.89M Buy
58,397
+50
+0.1% +$3.31K 0.2% 80
2019
Q2 		$4.28M Buy
58,347
+56
+0.1% +$4.16K 0.24% 63
2019
Q1 		$4.31M Buy
+58,291
New +$4.67M 0.28% 62
2018
Q2 		– Sell
-3,187
Closed -$305K – 423
2018
Q1 		$305K Buy
+3,187
New +$304K 0.04% 280
2017
Q3 		– Sell
-5,102
Closed -$374K – 295
2017
Q2 		$374K Buy
5,102
+70
+1% +$4.91K 0.08% 142
2017
Q1 		$362K Sell
5,032
-1,295
-20% -$90.4K 0.1% 129
2016
Q4 		$431K Buy
+6,327
New +$371K 0.11% 103

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

Lido Advisors's CMA Position: Q1 2026 in Review

Lido Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 36,651 shares — an estimated $3.1M sold.

Lido Advisors first reported a position in CMA in Q4 2016 and held it in 29 quarters. The position peaked at $4.37M in Q4 2019. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Lido Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 36,651 Comerica shares in Q1 2026, an estimated $3.1M.
  • Lido Advisors first reported a position in Comerica in Q4 2016 and held it in 29 quarters.
  • Lido Advisors's Comerica position peaked at $4.37M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.