Patriot Financial Group Insurance Agency’s Comerica CMA Stock Holding History

Patriot Financial Group Insurance Agency’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	-5,636	Closed	-$386K	–	517
2025 Q3	$386K	Sell	5,636 -15	-0.3%	-$1.01K	0.05%	333
2025 Q2	$337K	Buy	+5,651	New	+$315K	0.04%	383
2020 Q1	–	Sell	-3	Closed	–	–	1581
2019 Q4	$0	Sell	3 -1	-25%	-$69	﹤0.01%	1328
2019 Q3	$0	Sell	4 -220	-98%	-$14.6K	﹤0.01%	1319
2019 Q2	$16K	Sell	224 -3,703	-94%	-$275K	0.01%	699
2019 Q1	$288K	Buy	3,927 +50	+1%	+$4.01K	0.15%	128
2018 Q4	$266K	Buy	+3,877	New	+$308K	0.18%	100

Other funds holding CMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CMA Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Comerica (CMA) in Q4 2025, closing a stake of 5,636 shares — an estimated $386K sold.

Patriot Financial Group Insurance Agency first reported a position in CMA in Q4 2018 and held it in 7 quarters. The position peaked at $386K in Q3 2025. 570 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

Patriot Financial Group Insurance Agency reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,636 Comerica shares in Q4 2025, an estimated $386K.
Patriot Financial Group Insurance Agency first reported a position in Comerica in Q4 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Comerica position peaked at $386K in Q3 2025.
570 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.