SPIA
CMA

Steward Partners Investment Advisory’s Comerica CMA Stock Holding History

Steward Partners Investment Advisory’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
-1,507
Closed -$131K – 4454
2025
Q4 		$131K Hold
1,507
– – ﹤0.01% 2140
2025
Q3 		$103K Buy
1,507
+990
+191% +$66.7K ﹤0.01% 2217
2025
Q2 		$30.8K Sell
517
-904
-64% -$50.4K ﹤0.01% 2725
2025
Q1 		$83.9K Buy
1,421
+59
+4% +$3.71K ﹤0.01% 2111
2024
Q4 		$84.2K Buy
1,362
+533
+64% +$34.6K ﹤0.01% 2065
2024
Q3 		$49.7K Sell
829
-235
-22% -$13K ﹤0.01% 2241
2024
Q2 		$54.3K Buy
1,064
+8
+0.8% +$409 ﹤0.01% 2063
2024
Q1 		$58.1K Hold
1,056
– – ﹤0.01% 2029
2023
Q4 		$58.9K Sell
1,056
-400
-27% -$18.1K ﹤0.01% 1909
2023
Q3 		$60.5K Buy
1,456
+762
+110% +$36.1K ﹤0.01% 1817
2023
Q2 		$29.4K Hold
694
– – ﹤0.01% 2089
2023
Q1 		$30.1K Sell
694
-1,568
-69% -$100K ﹤0.01% 2080
2022
Q4 		$151K Buy
2,262
+247
+12% +$17.1K ﹤0.01% 1367
2022
Q3 		$143K Buy
2,015
+3
+0.1% +$236 ﹤0.01% 1348
2022
Q2 		$148K Buy
2,012
+789
+65% +$63.7K ﹤0.01% 1330
2022
Q1 		$111K Sell
1,223
-1,801
-60% -$170K ﹤0.01% 1567
2021
Q4 		$263K Sell
3,024
-182
-6% -$15.6K ﹤0.01% 1191
2021
Q3 		$258K Sell
3,206
-387
-11% -$27.9K ﹤0.01% 1161
2021
Q2 		$256K Sell
3,593
-340
-9% -$25.2K ﹤0.01% 1366
2021
Q1 		$282K Buy
3,933
+1,233
+46% +$80.8K 0.01% 1121
2020
Q4 		$151K Buy
2,700
+1,410
+109% +$68.7K ﹤0.01% 1184
2020
Q3 		$49K Buy
1,290
+163
+14% +$6.27K ﹤0.01% 1506
2020
Q2 		$43K Sell
1,127
-1,985
-64% -$69.2K ﹤0.01% 1473
2020
Q1 		$91K Sell
3,112
-1,360
-30% -$73.8K ﹤0.01% 1028
2019
Q4 		$320K Sell
4,472
-2,110
-32% -$145K 0.01% 742
2019
Q3 		$434K Sell
6,582
-410
-6% -$27.1K 0.01% 623
2019
Q2 		$507K Sell
6,992
-26
-0.4% -$1.93K 0.02% 555
2019
Q1 		$514K Buy
7,018
+312
+5% +$25K 0.02% 510
2018
Q4 		$460K Buy
6,706
+2,289
+52% +$182K 0.02% 504
2018
Q3 		$398K Sell
4,417
-2,619
-37% -$250K 0.02% 563
2018
Q2 		$640K Buy
7,036
+218
+3% +$20.9K 0.04% 409
2018
Q1 		$654K Buy
6,818
+1,458
+27% +$139K 0.04% 363
2017
Q4 		$465K Buy
+5,360
New +$431K 0.04% 374

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

Steward Partners Investment Advisory's CMA Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Comerica (CMA) in Q1 2026, closing a stake of 1,507 shares — an estimated $131K sold.

Steward Partners Investment Advisory first reported a position in CMA in Q4 2017 and held it in 33 quarters. The position peaked at $654K in Q1 2018. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,507 Comerica shares in Q1 2026, an estimated $131K.
  • Steward Partners Investment Advisory first reported a position in Comerica in Q4 2017 and held it in 33 quarters.
  • Steward Partners Investment Advisory's Comerica position peaked at $654K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.