RPWA
CMA

Regent Peak Wealth Advisors’s Comerica CMA Stock Holding History

Regent Peak Wealth Advisors’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
-2,449
Closed -$213K – 205
2025
Q4 		$213K Buy
+2,449
New +$197K 0.04% 175
2022
Q2 		– Sell
-2,340
Closed -$212K – 158
2022
Q1 		$212K Hold
2,340
– – 0.06% 156
2021
Q4 		$204K Buy
+2,340
New +$201K 0.06% 163
2021
Q1 		– Sell
-2,367
Closed -$132K – 304
2020
Q4 		$132K Buy
+2,367
New +$115K 0.04% 183

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

Regent Peak Wealth Advisors's CMA Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,449 shares — an estimated $213K sold.

Regent Peak Wealth Advisors first reported a position in CMA in Q4 2020 and held it in 4 quarters. The position peaked at $213K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Regent Peak Wealth Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,449 Comerica shares in Q1 2026, an estimated $213K.
  • Regent Peak Wealth Advisors first reported a position in Comerica in Q4 2020 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's Comerica position peaked at $213K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.