SMA
CMA

Sage Mountain Advisors’s Comerica CMA Stock Holding History

Sage Mountain 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
-2,975
Closed -$259K – 341
2025
Q4 		$259K Sell
2,975
-118
-4% -$9.5K 0.01% 422
2025
Q3 		$212K Buy
+3,093
New +$208K 0.01% 453

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

Sage Mountain Advisors's CMA Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,975 shares — an estimated $259K sold.

Sage Mountain Advisors first reported a position in CMA in Q3 2025 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,975 Comerica shares in Q1 2026, an estimated $259K.
  • Sage Mountain Advisors first reported a position in Comerica in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Comerica position peaked at $259K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.