TWM
CMA

Triton Wealth Management’s Comerica CMA Stock Holding History

Triton Wealth Management’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
-4,814
Closed -$371K – 127
2025
Q3 		$371K Hold
4,814
– – 0.14% 79
2025
Q2 		$325K Buy
+4,814
New +$269K 0.14% 82
2024
Q4 		$351K Sell
5,012
-155
-3% -$10.1K 0.18% 60
2024
Q3 		$301K Buy
5,167
+1
+0% +$55 0.17% 65
2024
Q2 		$269K Sell
5,166
-36
-0.7% -$1.84K 0.16% 70
2024
Q1 		$273K Sell
5,202
-370
-7% -$19.3K 0.19% 60
2023
Q4 		$308K Sell
5,572
-658
-11% -$29.8K 0.2% 51
2023
Q3 		$275K Buy
6,230
+75
+1% +$3.56K 0.19% 53
2023
Q2 		$319K Buy
6,155
+329
+6% +$13.3K 0.18% 53
2023
Q1 		$238K Buy
+5,826
New +$373K 0.15% 63

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
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Bank of New York Mellon
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triton Wealth Management's CMA Position: Q4 2025 in Review

Triton Wealth Management sold out of Comerica (CMA) in Q4 2025, closing a stake of 4,814 shares — an estimated $371K sold.

Triton Wealth Management first reported a position in CMA in Q1 2023 and held it in 10 quarters. The position peaked at $371K in Q3 2025. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • Triton Wealth Management reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • Triton Wealth Management sold 4,814 Comerica shares in Q4 2025, an estimated $371K.
  • Triton Wealth Management first reported a position in Comerica in Q1 2023 and held it in 10 quarters.
  • Triton Wealth Management's Comerica position peaked at $371K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on Triton Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.