RFP
CMA

Root Financial Partners’s Comerica CMA Stock Holding History

Root Financial Partners’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
-581
Closed -$50.5K – 3488
2025
Q4 		$50.5K Sell
581
-4
-0.7% -$322 ﹤0.01% 708
2025
Q3 		$40.1K Buy
+585
New +$39.4K ﹤0.01% 753

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

Root Financial Partners's CMA Position: Q1 2026 in Review

Root Financial Partners sold out of Comerica (CMA) in Q1 2026, closing a stake of 581 shares — an estimated $50.5K sold.

Root Financial Partners first reported a position in CMA in Q3 2025 and held it in 2 quarters. The position peaked at $50.5K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Root Financial Partners reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 581 Comerica shares in Q1 2026, an estimated $50.5K.
  • Root Financial Partners first reported a position in Comerica in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Comerica position peaked at $50.5K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.