MSWM
CMA

Mowery & Schoenfeld Wealth Management’s Comerica CMA Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-18
Closed -$1.56K – 380
2025
Q4 		$1.56K Hold
18
– – ﹤0.01% 412
2025
Q3 		$1.23K Hold
18
– – ﹤0.01% 357
2025
Q2 		$1.07K Hold
18
– – ﹤0.01% 360
2025
Q1 		$1.06K Sell
18
-2
-10% -$126 ﹤0.01% 411
2024
Q4 		$1.24K Buy
+20
New +$1.3K ﹤0.01% 438

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

Mowery & Schoenfeld Wealth Management's CMA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 18 shares — an estimated $1.56K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CMA in Q4 2024 and held it in 5 quarters. The position peaked at $1.56K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Comerica shares in Q1 2026, an estimated $1.56K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Comerica in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Comerica position peaked at $1.56K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.