SFA
CMA

Sequoia Financial Advisors’s Comerica CMA Stock Holding History

Sequoia Financial 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
-9,191
Closed -$799K – 1961
2025
Q4 		$799K Buy
9,191
+3,079
+50% +$248K ﹤0.01% 1003
2025
Q3 		$419K Sell
6,112
-46
-0.7% -$3.1K ﹤0.01% 1217
2025
Q2 		$367K Buy
+6,158
New +$344K ﹤0.01% 1155
2024
Q4 		– Sell
-3,599
Closed -$216K – 1368
2024
Q3 		$216K Buy
+3,599
New +$198K ﹤0.01% 1137
2024
Q1 		– Sell
-5,048
Closed -$282K – 1189
2023
Q4 		$282K Buy
+5,048
New +$228K ﹤0.01% 955
2023
Q1 		– Sell
-108,771
Closed -$7.27M – 846
2022
Q4 		$7.27M Buy
108,771
+35,801
+49% +$2.48M 0.18% 110
2022
Q3 		$5.19M Buy
72,970
+9,651
+15% +$760K 0.16% 114
2022
Q2 		$4.65M Buy
63,319
+17,764
+39% +$1.44M 0.13% 124
2022
Q1 		$4.12M Sell
45,555
-5,006
-10% -$472K 0.1% 130
2021
Q4 		$4.4M Buy
+50,561
New +$4.34M 0.12% 120
2021
Q3 		– Sell
-34,856
Closed -$2.49M – 295
2021
Q2 		$2.49M Buy
34,856
+10,304
+42% +$764K 0.09% 132
2021
Q1 		$1.76M Buy
+24,552
New +$1.61M 0.07% 141

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

Sequoia Financial Advisors's CMA Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 9,191 shares — an estimated $799K sold.

Sequoia Financial Advisors first reported a position in CMA in Q1 2021 and held it in 12 quarters. The position peaked at $7.27M in Q4 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,191 Comerica shares in Q1 2026, an estimated $799K.
  • Sequoia Financial Advisors first reported a position in Comerica in Q1 2021 and held it in 12 quarters.
  • Sequoia Financial Advisors's Comerica position peaked at $7.27M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.