MWM
CMA

Mission Wealth Management’s Comerica CMA Stock Holding History

Mission Wealth Management’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
-5,332
Closed -$365K – 735
2025
Q3 		$365K Sell
5,332
-800
-13% -$53.9K 0.01% 556
2025
Q2 		$366K Buy
6,132
+4
+0.1% +$223 0.01% 546
2025
Q1 		$362K Sell
6,128
-607
-9% -$38.1K 0.01% 529
2024
Q4 		$417K Sell
6,735
-12
-0.2% -$780 0.01% 473
2024
Q3 		$404K Sell
6,747
-71
-1% -$3.92K 0.01% 472
2024
Q2 		$348K Buy
6,818
+496
+8% +$25.3K 0.01% 501
2024
Q1 		$348K Buy
6,322
+644
+11% +$33.6K 0.01% 524
2023
Q4 		$317K Buy
5,678
+45
+0.8% +$2.04K 0.01% 459
2023
Q3 		$234K Sell
5,633
-20
-0.4% -$948 0.01% 489
2023
Q2 		$239K Hold
5,653
– – 0.01% 481
2023
Q1 		$245K Buy
+5,653
New +$362K 0.01% 471
2021
Q3 		– Sell
-8,055
Closed -$575K – 512
2021
Q2 		$575K Sell
8,055
-5,580
-41% -$414K 0.03% 262
2021
Q1 		$978K Buy
13,635
+1,308
+11% +$85.7K 0.06% 153
2020
Q4 		$689K Sell
12,327
-3,440
-22% -$168K 0.04% 183
2020
Q3 		$603K Buy
15,767
+1,772
+13% +$68.1K 0.05% 171
2020
Q2 		$533K Hold
13,995
– – 0.05% 174
2020
Q1 		$411K Buy
+13,995
New +$760K 0.05% 176
2019
Q3 		– Sell
-2,943
Closed -$214K – 324
2019
Q2 		$214K Sell
2,943
-72
-2% -$5.35K 0.02% 295
2019
Q1 		$221K Sell
3,015
-45
-1% -$3.61K 0.03% 292
2018
Q4 		$210K Buy
3,060
+113
+4% +$8.98K 0.03% 254
2018
Q3 		$266K Sell
2,947
-36
-1% -$3.43K 0.04% 227
2018
Q2 		$271K Sell
2,983
-829
-22% -$79.4K 0.04% 210
2018
Q1 		$366K Buy
3,812
+180
+5% +$17.2K 0.06% 146
2017
Q4 		$315K Buy
3,632
+97
+3% +$7.81K 0.05% 145
2017
Q3 		$270K Buy
+3,535
New +$253K 0.05% 152

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mission Wealth Management's CMA Position: Q4 2025 in Review

Mission Wealth Management sold out of Comerica (CMA) in Q4 2025, closing a stake of 5,332 shares — an estimated $365K sold.

Mission Wealth Management first reported a position in CMA in Q3 2017 and held it in 25 quarters. The position peaked at $978K in Q1 2021. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Mission Wealth Management reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 5,332 Comerica shares in Q4 2025, an estimated $365K.
  • Mission Wealth Management first reported a position in Comerica in Q3 2017 and held it in 25 quarters.
  • Mission Wealth Management's Comerica position peaked at $978K in Q1 2021.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.