NW
CMA

NewEdge Wealth’s Comerica CMA Stock Holding History

NewEdge 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
-641,793
Closed -$55.8M – 1151
2025
Q4 		$55.8M Buy
641,793
+14,504
+2% +$1.17M 0.63% 36
2025
Q3 		$49M Buy
627,289
+14,223
+2% +$958K 0.7% 31
2025
Q2 		$40.5M Buy
613,066
+42,331
+7% +$2.36M 0.63% 37
2025
Q1 		$33.7M Buy
570,735
+105,886
+23% +$6.65M 0.61% 43
2024
Q4 		$28.8M Buy
464,849
+30,397
+7% +$1.98M 0.5% 52
2024
Q3 		$26M Sell
434,452
-9,961
-2% -$549K 0.47% 61
2024
Q2 		$22.7M Buy
444,413
+15,824
+4% +$808K 0.49% 52
2024
Q1 		$22.2M Buy
428,589
+248,192
+138% +$13M 0.5% 49
2023
Q4 		$10.1M Buy
+180,397
New +$8.16M 0.26% 99

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

NewEdge Wealth's CMA Position: Q1 2026 in Review

NewEdge Wealth sold out of Comerica (CMA) in Q1 2026, closing a stake of 641,793 shares — an estimated $55.8M sold.

NewEdge Wealth first reported a position in CMA in Q4 2023 and held it in 9 quarters. The position peaked at $55.8M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • NewEdge Wealth reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 641,793 Comerica shares in Q1 2026, an estimated $55.8M.
  • NewEdge Wealth first reported a position in Comerica in Q4 2023 and held it in 9 quarters.
  • NewEdge Wealth's Comerica position peaked at $55.8M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.