PWA
CMA

Principia Wealth Advisory’s Comerica CMA Stock Holding History

Principia Wealth Advisory’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 		$435 Hold
5
– – ﹤0.01% 839
2025
Q3 		$343 Hold
5
– – ﹤0.01% 840
2025
Q2 		$298 Sell
5
-1
-17% -$56 ﹤0.01% 851
2025
Q1 		$331 Buy
+6
New +$377 ﹤0.01% 673

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

Principia Wealth Advisory's CMA Position: Q4 2025 in Review

Principia Wealth Advisory held its Comerica (CMA) position steady in Q4 2025 at 5 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Principia Wealth Advisory first reported a position in CMA in Q1 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Principia Wealth Advisory held 5 shares of Comerica worth $435 as of Q4 2025.
  • Principia Wealth Advisory left its Comerica share count unchanged in Q4 2025.
  • Comerica made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #839 holding.
  • Principia Wealth Advisory first reported a position in Comerica in Q1 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.