LPL Financial
CMA

LPL Financial’s Comerica CMA Stock Holding History

LPL Financial’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
-53,756
Closed -$4.67M – 6016
2025
Q4 		$4.67M Sell
53,756
-13,517
-20% -$1.09M ﹤0.01% 2591
2025
Q3 		$4.61M Buy
67,273
+13,437
+25% +$905K ﹤0.01% 2544
2025
Q2 		$3.21M Buy
53,836
+4,182
+8% +$233K ﹤0.01% 2681
2025
Q1 		$2.93M Buy
49,654
+3,034
+7% +$191K ﹤0.01% 2584
2024
Q4 		$2.88M Buy
46,620
+6,699
+17% +$435K ﹤0.01% 2522
2024
Q3 		$2.39M Sell
39,921
-25,379
-39% -$1.4M ﹤0.01% 2558
2024
Q2 		$3.33M Sell
65,300
-44,336
-40% -$2.26M ﹤0.01% 2173
2024
Q1 		$6.03M Buy
109,636
+12,235
+13% +$639K ﹤0.01% 1646
2023
Q4 		$5.44M Buy
97,401
+4,760
+5% +$215K ﹤0.01% 1638
2023
Q3 		$3.85M Sell
92,641
-2,021
-2% -$95.8K ﹤0.01% 1752
2023
Q2 		$4.01M Buy
94,662
+13,497
+17% +$545K ﹤0.01% 1716
2023
Q1 		$3.52M Buy
81,165
+45,555
+128% +$2.92M ﹤0.01% 1732
2022
Q4 		$2.38M Buy
35,610
+891
+3% +$61.7K ﹤0.01% 1943
2022
Q3 		$2.47M Sell
34,719
-15,704
-31% -$1.24M ﹤0.01% 1821
2022
Q2 		$3.7M Buy
50,423
+12,524
+33% +$1.01M ﹤0.01% 1591
2022
Q1 		$3.43M Buy
37,899
+7,618
+25% +$719K ﹤0.01% 1665
2021
Q4 		$2.63M Buy
30,281
+1,520
+5% +$130K ﹤0.01% 1886
2021
Q3 		$2.31M Sell
28,761
-10,067
-26% -$724K ﹤0.01% 1937
2021
Q2 		$2.77M Buy
38,828
+18,697
+93% +$1.39M ﹤0.01% 1734
2021
Q1 		$1.44M Buy
20,131
+421
+2% +$27.6K ﹤0.01% 2093
2020
Q4 		$1.1M Sell
19,710
-9,607
-33% -$468K ﹤0.01% 2104
2020
Q3 		$1.12M Buy
29,317
+7,721
+36% +$297K ﹤0.01% 1858
2020
Q2 		$823K Buy
21,596
+13,304
+160% +$464K ﹤0.01% 1989
2020
Q1 		$243K Sell
8,292
-3,742
-31% -$203K ﹤0.01% 2661
2019
Q4 		$863K Buy
12,034
+5,372
+81% +$369K ﹤0.01% 1949
2019
Q3 		$440K Sell
6,662
-10,807
-62% -$715K ﹤0.01% 2361
2019
Q2 		$1.27M Sell
17,469
-7,865
-31% -$584K ﹤0.01% 1564
2019
Q1 		$1.86M Sell
25,334
-1,531
-6% -$123K ﹤0.01% 1228
2018
Q4 		$1.84M Buy
26,865
+6,736
+33% +$535K ﹤0.01% 1118
2018
Q3 		$1.82M Sell
20,129
-5,243
-21% -$500K ﹤0.01% 1245
2018
Q2 		$2.31M Sell
25,372
-4,629
-15% -$444K 0.01% 1046
2018
Q1 		$2.88M Buy
30,001
+179
+0.6% +$17.1K 0.01% 930
2017
Q4 		$2.59M Buy
29,822
+17,475
+142% +$1.41M 0.01% 912
2017
Q3 		$942K Buy
12,347
+1,812
+17% +$130K ﹤0.01% 1481
2017
Q2 		$772K Buy
+10,535
New +$739K ﹤0.01% 1554
2015
Q3 		– Sell
-22,962
Closed -$1.17M – 2799
2015
Q2 		$1.17M Buy
22,962
+1,323
+6% +$64.4K 0.01% 1246
2015
Q1 		$976K Sell
21,639
-609
-3% -$27.2K 0.01% 1367
2014
Q4 		$1.04M Sell
22,248
-3,923
-15% -$184K 0.01% 1274
2014
Q3 		$1.29M Buy
26,171
+5,233
+25% +$262K 0.01% 1114
2014
Q2 		$1.05M Sell
20,938
-2,277
-10% -$111K 0.01% 1284
2014
Q1 		$1.2M Buy
23,215
+8,099
+54% +$390K 0.01% 1144
2013
Q4 		$719K Buy
+15,116
New +$664K ﹤0.01% 1476

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

LPL Financial's CMA Position: Q1 2026 in Review

LPL Financial sold out of Comerica (CMA) in Q1 2026, closing a stake of 53,756 shares — an estimated $4.67M sold.

LPL Financial first reported a position in CMA in Q4 2013 and held it in 42 quarters. The position peaked at $6.03M in Q1 2024. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • LPL Financial reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 53,756 Comerica shares in Q1 2026, an estimated $4.67M.
  • LPL Financial first reported a position in Comerica in Q4 2013 and held it in 42 quarters.
  • LPL Financial's Comerica position peaked at $6.03M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.