Trifecta Capital Advisors’s Comerica CMA Stock Holding History

Trifecta Capital 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	–	Sell	-22	Closed	-$1.51K	–	297
2025 Q3	$1.51K	Hold	22	–	–	﹤0.01%	370
2025 Q2	$1.31K	Hold	22	–	–	﹤0.01%	397
2025 Q1	$1.3K	Hold	22	–	–	﹤0.01%	348
2024 Q4	$1.36K	Hold	22	–	–	﹤0.01%	344
2024 Q3	$1.32K	Sell	22 -1	-4%	-$55	﹤0.01%	352
2024 Q2	$1.17K	Hold	23	–	–	﹤0.01%	366
2024 Q1	$1.26K	Hold	23	–	–	﹤0.01%	354
2023 Q4	$1.28K	Sell	23 -6	-21%	-$271	﹤0.01%	375
2023 Q3	$1.21K	Hold	29	–	–	﹤0.01%	355
2023 Q2	$1.23K	Buy	29 +6	+26%	+$242	﹤0.01%	358
2023 Q1	$999	Hold	23	–	–	﹤0.01%	366
2022 Q4	$1.54K	Buy	+23	New	+$1.59K	﹤0.01%	343

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

Trifecta Capital Advisors's CMA Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Comerica (CMA) in Q4 2025, closing a stake of 22 shares — an estimated $1.51K sold.

Trifecta Capital Advisors first reported a position in CMA in Q4 2022 and held it in 12 quarters. The position peaked at $1.54K in Q4 2022. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

Trifecta Capital Advisors reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 22 Comerica shares in Q4 2025, an estimated $1.51K.
Trifecta Capital Advisors first reported a position in Comerica in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Comerica position peaked at $1.54K in Q4 2022.
571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.