PFC
CMA

Phocas Financial Corp’s Comerica CMA Stock Holding History

Phocas Financial Corp’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
-125,421
Closed -$8.59M – 152
2025
Q3 		$8.59M Buy
125,421
+2,550
+2% +$172K 1.11% 23
2025
Q2 		$7.33M Buy
122,871
+484
+0.4% +$27K 1.05% 35
2025
Q1 		$7.23M Sell
122,387
-7,084
-5% -$445K 1.11% 31
2024
Q4 		$8.01M Sell
129,471
-1,181
-0.9% -$76.8K 1.07% 27
2024
Q3 		$7.83K Sell
130,652
-8,231
-6% -$454K 0.03% 57
2024
Q2 		$7.09K Buy
138,883
+23,406
+20% +$1.2M 0.03% 65
2024
Q1 		$6.35K Sell
115,477
-3,212
-3% -$168K 0.03% 81
2023
Q4 		$6.62M Buy
118,689
+2,071
+2% +$93.6K 0.88% 50
2023
Q3 		$4.84M Sell
116,618
-84
-0.1% -$3.98K 0.7% 62
2023
Q2 		$4.94M Buy
+116,702
New +$4.72M 0.68% 67
2013
Q3 		– Sell
-172,124
Closed -$6.86M – 229
2013
Q2 		$6.86M Buy
+172,124
New +$6.43M 0.72% 41

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phocas Financial Corp's CMA Position: Q4 2025 in Review

Phocas Financial Corp sold out of Comerica (CMA) in Q4 2025, closing a stake of 125,421 shares — an estimated $8.59M sold.

Phocas Financial Corp first reported a position in CMA in Q2 2013 and held it in 11 quarters. The position peaked at $8.59M in Q3 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Phocas Financial Corp reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 125,421 Comerica shares in Q4 2025, an estimated $8.59M.
  • Phocas Financial Corp first reported a position in Comerica in Q2 2013 and held it in 11 quarters.
  • Phocas Financial Corp's Comerica position peaked at $8.59M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.