SW
CMA

SkyOak Wealth’s Comerica CMA Stock Holding History

SkyOak Wealth’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
-43,982
Closed -$3.82M – 259
2025
Q4 		$3.82M Buy
43,982
+30,638
+230% +$2.47M 0.69% 39
2025
Q3 		$914K Buy
13,344
+110
+0.8% +$7.41K 0.17% 85
2025
Q2 		$789K Buy
13,234
+2,088
+19% +$117K 0.16% 93
2025
Q1 		$658K Buy
11,146
+81
+0.7% +$5.09K 0.14% 94
2024
Q4 		$684K Sell
11,065
-902
-8% -$58.6K 0.15% 93
2024
Q3 		$717K Sell
11,967
-4,702
-28% -$259K 0.16% 89
2024
Q2 		$851K Buy
16,669
+1,140
+7% +$58.2K 0.2% 79
2024
Q1 		$854K Buy
15,529
+2,122
+16% +$111K 0.2% 85
2023
Q4 		$748K Buy
13,407
+166
+1% +$7.51K 0.19% 90
2023
Q3 		$550K Sell
13,241
-1,000
-7% -$47.4K 0.16% 103
2023
Q2 		$603K Buy
14,241
+4,873
+52% +$197K 0.17% 105
2023
Q1 		$407K Buy
9,368
+3,997
+74% +$256K 0.12% 133
2022
Q4 		$359K Sell
5,371
-260
-5% -$18K 0.12% 139
2022
Q3 		$400K Sell
5,631
-81
-1% -$6.38K 0.14% 125
2022
Q2 		$419K Buy
5,712
+31
+0.5% +$2.5K 0.14% 126
2022
Q1 		$514K Sell
5,681
-1,953
-26% -$184K 0.14% 131
2021
Q4 		$664K Buy
7,634
+51
+0.7% +$4.38K 0.17% 114
2021
Q3 		$610K Buy
7,583
+48
+0.6% +$3.45K 0.16% 113
2021
Q2 		$538K Buy
7,535
+500
+7% +$37.1K 0.14% 129
2021
Q1 		$516K Sell
7,035
-5,095
-42% -$334K 0.14% 127
2020
Q4 		$678K Buy
12,130
+2,142
+21% +$104K 0.21% 108
2020
Q3 		$382K Sell
9,988
-3,889
-28% -$150K 0.14% 136
2020
Q2 		$529K Buy
+13,877
New +$484K 0.2% 120
2020
Q1 		– Sell
-4,220
Closed -$303K – 231
2019
Q4 		$303K Buy
+4,220
New +$290K 0.09% 230

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $158M AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SkyOak Wealth's CMA Position: Q1 2026 in Review

SkyOak Wealth sold out of Comerica (CMA) in Q1 2026, closing a stake of 43,982 shares — an estimated $3.82M sold.

SkyOak Wealth first reported a position in CMA in Q4 2019 and held it in 24 quarters. The position peaked at $3.82M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • SkyOak Wealth reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 43,982 Comerica shares in Q1 2026, an estimated $3.82M.
  • SkyOak Wealth first reported a position in Comerica in Q4 2019 and held it in 24 quarters.
  • SkyOak Wealth's Comerica position peaked at $3.82M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.