SC
CMA

Stephens Consulting’s Comerica CMA Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-280
Closed -$16.7K – 552
2025
Q2 		$16.7K Hold
280
– – ﹤0.01% 276
2025
Q1 		$16.5K Hold
280
– – ﹤0.01% 278
2024
Q4 		$17.3K Hold
280
– – ﹤0.01% 289
2024
Q3 		$16.8K Hold
280
– – ﹤0.01% 286
2024
Q2 		$14.3K Hold
280
– – ﹤0.01% 299
2024
Q1 		$15.4K Hold
280
– – ﹤0.01% 276
2023
Q4 		$15.6K Hold
280
– – 0.01% 276
2023
Q3 		$11.6K Buy
+280
New +$13.3K ﹤0.01% 293

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Stephens Consulting's CMA Position: Q3 2025 in Review

Stephens Consulting sold out of Comerica (CMA) in Q3 2025, closing a stake of 280 shares — an estimated $16.7K sold.

Stephens Consulting first reported a position in CMA in Q3 2023 and held it in 8 quarters. The position peaked at $17.3K in Q4 2024. 533 funds tracked by Wall St. Rank hold CMA as of Q3 2025.

  • Stephens Consulting reported no remaining Comerica position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 280 Comerica shares in Q3 2025, an estimated $16.7K.
  • Stephens Consulting first reported a position in Comerica in Q3 2023 and held it in 8 quarters.
  • Stephens Consulting's Comerica position peaked at $17.3K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Comerica as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.