PGF
CMA

Plan Group Financial’s Comerica CMA Stock Holding History

Plan Group Financial’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
-32,109
Closed -$2.79M – 234
2025
Q4 		$2.79M Buy
32,109
+2,091
+7% +$168K 0.72% 39
2025
Q3 		$2.06M Buy
30,018
+4,132
+16% +$278K 0.55% 64
2025
Q2 		$1.54M Buy
25,886
+4,198
+19% +$234K 0.51% 68
2025
Q1 		$1.28M Buy
21,688
+6,759
+45% +$425K 0.46% 59
2024
Q4 		$923K Buy
14,929
+2,043
+16% +$133K 0.49% 50
2024
Q3 		$772K Buy
12,886
+1,739
+16% +$95.9K 0.41% 56
2024
Q2 		$569K Buy
11,147
+6,717
+152% +$343K 0.35% 64
2024
Q1 		$244K Buy
+4,430
New +$231K 0.16% 82

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

Plan Group Financial's CMA Position: Q1 2026 in Review

Plan Group Financial sold out of Comerica (CMA) in Q1 2026, closing a stake of 32,109 shares — an estimated $2.79M sold.

Plan Group Financial first reported a position in CMA in Q1 2024 and held it in 8 quarters. The position peaked at $2.79M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Plan Group Financial reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Plan Group Financial sold 32,109 Comerica shares in Q1 2026, an estimated $2.79M.
  • Plan Group Financial first reported a position in Comerica in Q1 2024 and held it in 8 quarters.
  • Plan Group Financial's Comerica position peaked at $2.79M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.