LRI Investments’s Comerica CMA Stock Holding History

LRI Investments’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 Q4	–	Sell	-1,450	Closed	-$99.4K	–	1363
2025 Q3	$99.4K	Buy	+1,450	New	+$97.6K	0.01%	414

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LRI Investments's CMA Position: Q4 2025 in Review

LRI Investments sold out of Comerica (CMA) in Q4 2025, closing a stake of 1,450 shares — an estimated $99.4K sold.

LRI Investments first reported a position in CMA in Q3 2025 and held it in 1 quarter. The position peaked at $99.4K in Q3 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

LRI Investments reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
LRI Investments sold 1,450 Comerica shares in Q4 2025, an estimated $99.4K.
LRI Investments first reported a position in Comerica in Q3 2025 and held it in 1 quarter.
LRI Investments's Comerica position peaked at $99.4K in Q3 2025.
571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.