PWPS
CMA

Pinnacle Wealth Planning Services’s Comerica CMA Stock Holding History

Pinnacle Wealth Planning Services’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
-3,473
Closed -$302K – 2761
2025
Q4 		$302K Hold
3,473
– – 0.03% 318
2025
Q3 		$238K Sell
3,473
-723
-17% -$48.7K 0.03% 393
2025
Q2 		$250K Buy
4,196
+402
+11% +$22.4K 0.03% 348
2025
Q1 		$224K Buy
+3,794
New +$238K 0.03% 331
2021
Q1 		– Sell
-1,317
Closed -$74K – 664
2020
Q4 		$74K Buy
+1,317
New +$64.2K 0.02% 608

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

Pinnacle Wealth Planning Services's CMA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Comerica (CMA) in Q1 2026, closing a stake of 3,473 shares — an estimated $302K sold.

Pinnacle Wealth Planning Services first reported a position in CMA in Q4 2020 and held it in 5 quarters. The position peaked at $302K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,473 Comerica shares in Q1 2026, an estimated $302K.
  • Pinnacle Wealth Planning Services first reported a position in Comerica in Q4 2020 and held it in 5 quarters.
  • Pinnacle Wealth Planning Services's Comerica position peaked at $302K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.