MA
CMA

Montag & Associates’s Comerica CMA Stock Holding History

Montag & Associates’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
-190
Closed -$16.7K – 951
2025
Q4 		$16.7K Buy
+190
New +$15.3K ﹤0.01% 716
2023
Q2 		– Sell
-697
Closed -$30.8K – 929
2023
Q1 		$30.8K Hold
697
– – ﹤0.01% 623
2022
Q4 		$47.1K Hold
697
– – ﹤0.01% 551
2022
Q3 		$50K Buy
+697
New +$54.9K ﹤0.01% 533
2017
Q3 		– Sell
-28,696
Closed -$2.1M – 249
2017
Q2 		$2.1M Sell
28,696
-3,950
-12% -$277K 0.24% 108
2017
Q1 		$2.24M Buy
+32,646
New +$2.28M 0.25% 109

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

Montag & Associates's CMA Position: Q1 2026 in Review

Montag & Associates sold out of Comerica (CMA) in Q1 2026, closing a stake of 190 shares — an estimated $16.7K sold.

Montag & Associates first reported a position in CMA in Q1 2017 and held it in 6 quarters. The position peaked at $2.24M in Q1 2017. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Montag & Associates reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 190 Comerica shares in Q1 2026, an estimated $16.7K.
  • Montag & Associates first reported a position in Comerica in Q1 2017 and held it in 6 quarters.
  • Montag & Associates's Comerica position peaked at $2.24M in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.