SS&H Financial Advisors’s Comerica CMA Stock Holding History

SS&H 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
2025 Q4	$747K	Hold	8,595	–	–	0.22%	72
2025 Q3	$589K	Hold	8,595	–	–	0.18%	84
2025 Q2	$513K	Sell	8,595 -2,073	-19%	-$116K	0.17%	87
2025 Q1	$630K	Hold	10,668	–	–	0.24%	79
2024 Q4	$660K	Sell	10,668 -173	-2%	-$11.2K	0.24%	80
2024 Q3	$649K	Hold	10,841	–	–	0.24%	84
2024 Q2	$553K	Hold	10,841	–	–	0.22%	82
2024 Q1	$596K	Hold	10,841	–	–	0.25%	81
2023 Q4	$605K	Hold	10,841	–	–	0.26%	79
2023 Q3	$450K	Buy	+10,841	New	+$514K	0.21%	89
2023 Q1	$449K	Hold	10,341	–	–	0.21%	92
2022 Q4	$691K	Hold	10,341	–	–	0.33%	72
2022 Q3	$735K	Hold	10,341	–	–	0.38%	68
2022 Q2	$759K	Hold	10,341	–	–	0.35%	68
2022 Q1	$935K	Buy	+10,341	New	+$976K	0.37%	68

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SS&H Financial Advisors's CMA Position: Q4 2025 in Review

SS&H Financial Advisors held its Comerica (CMA) position steady in Q4 2025 at 8,595 shares worth $747K. The position accounts for 0.22% of the portfolio, ranked #72.

SS&H Financial Advisors first reported a position in CMA in Q1 2022 and has held it in 15 quarters since. The position peaked at $935K in Q1 2022. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

SS&H Financial Advisors held 8,595 shares of Comerica worth $747K as of Q4 2025.
SS&H Financial Advisors left its Comerica share count unchanged in Q4 2025.
Comerica made up 0.22% of SS&H Financial Advisors's portfolio in Q4 2025, its #72 holding.
SS&H Financial Advisors first reported a position in Comerica in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Comerica position peaked at $935K in Q1 2022.
571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.