MBFW
CMA

Morton Brown Family Wealth’s Comerica CMA Stock Holding History

Morton Brown Family Wealth’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
-1,513
Closed -$132K – 293
2025
Q4 		$132K Buy
+1,513
New +$122K 0.04% 81
2025
Q1 		– Sell
-1,513
Closed -$93.6K – 330
2024
Q4 		$93.6K Sell
1,513
-786
-34% -$51.1K 0.03% 85
2024
Q3 		$138K Buy
+2,299
New +$127K 0.05% 64
2024
Q2 		– Sell
-2,299
Closed -$126K – 222
2024
Q1 		$126K Hold
2,299
– – 0.05% 61
2023
Q4 		$128K Buy
+2,299
New +$104K 0.06% 62
2023
Q2 		– Sell
-5,449
Closed -$237K – 204
2023
Q1 		$237K Hold
5,449
– – 0.14% 42
2022
Q4 		$364K Sell
5,449
-728
-12% -$50.4K 0.25% 36
2022
Q3 		$439K Hold
6,177
– – 0.35% 31
2022
Q2 		$453K Hold
6,177
– – 0.35% 31
2022
Q1 		$563K Hold
6,177
– – 0.43% 30
2021
Q4 		$542K Buy
+6,177
New +$530K 0.42% 30

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

Morton Brown Family Wealth's CMA Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of Comerica (CMA) in Q1 2026, closing a stake of 1,513 shares — an estimated $132K sold.

Morton Brown Family Wealth first reported a position in CMA in Q4 2021 and held it in 11 quarters. The position peaked at $563K in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Morton Brown Family Wealth reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,513 Comerica shares in Q1 2026, an estimated $132K.
  • Morton Brown Family Wealth first reported a position in Comerica in Q4 2021 and held it in 11 quarters.
  • Morton Brown Family Wealth's Comerica position peaked at $563K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.