SAG
CMA

SageView Advisory Group’s Comerica CMA Stock Holding History

SageView Advisory Group’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 		$107K Buy
+1,233
New +$99.2K ﹤0.01% 807

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

SageView Advisory Group's CMA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Comerica (CMA) in Q4 2025: 1,233 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • SageView Advisory Group held 1,233 shares of Comerica worth $107K as of Q4 2025.
  • Comerica was a new SageView Advisory Group position in Q4 2025.
  • Comerica made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #807 holding.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.