TI
CMA

tru Independence’s Comerica CMA Stock Holding History

tru Independence’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
-69,145
Closed -$4.74M – 133
2025
Q3 		$4.74M Sell
69,145
-17,920
-21% -$1.21M 1.23% 36
2025
Q2 		$5.19M Buy
87,065
+1,990
+2% +$111K 1.5% 23
2025
Q1 		$5.02M Buy
85,075
+4,772
+6% +$300K 1.56% 23
2024
Q4 		$4.97M Sell
80,303
-6,485
-7% -$422K 1.56% 26
2024
Q3 		$5.2M Sell
86,788
-935
-1% -$51.6K 1.52% 29
2024
Q2 		$4.48M Sell
87,723
-370
-0.4% -$18.9K 1.35% 37
2024
Q1 		$4.84M Sell
88,093
-540
-0.6% -$28.2K 1.43% 37
2023
Q4 		$4.95M Buy
88,633
+9,035
+11% +$409K 1.5% 31
2023
Q3 		$3.31M Buy
79,598
+1,722
+2% +$81.7K 1.14% 45
2023
Q2 		$3.3M Sell
77,876
-13,895
-15% -$562K 1.09% 46
2023
Q1 		$3.98M Buy
91,771
+25,503
+38% +$1.63M 1.28% 42
2022
Q4 		$4.43M Buy
66,268
+5,190
+8% +$359K 1.44% 38
2022
Q3 		$4.34M Buy
61,078
+1,325
+2% +$104K 1.53% 37
2022
Q2 		$4.38M Buy
59,753
+3,125
+6% +$252K 1.41% 40
2022
Q1 		$5.12M Sell
56,628
-25,254
-31% -$2.38M 1.39% 36
2021
Q4 		$7.12M Sell
81,882
-1,267
-2% -$109K 1.94% 7
2021
Q3 		$6.69M Sell
83,149
-1,075
-1% -$77.4K 1.87% 7
2021
Q2 		$6.01M Buy
84,224
+1,409
+2% +$104K 1.77% 21
2021
Q1 		$5.94M Sell
82,815
-37,965
-31% -$2.49M 1.12% 26
2020
Q4 		$6.75K Sell
120,780
-9,390
-7% -$458K 0.01% 273
2020
Q3 		$4.98M Buy
130,170
+49,450
+61% +$1.9M 1.41% 27
2020
Q2 		$3.08K Buy
80,720
+80,470
+32,188% +$2.81M 0.45% 59
2020
Q1 		$2.1K Sell
250
-74,750
-100% -$4.06M 0.34% 72
2019
Q4 		$2.2M Buy
+75,000
New +$5.15M 0.32% 85

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

tru Independence's CMA Position: Q4 2025 in Review

tru Independence sold out of Comerica (CMA) in Q4 2025, closing a stake of 69,145 shares — an estimated $4.74M sold.

tru Independence first reported a position in CMA in Q4 2019 and held it in 24 quarters. The position peaked at $7.12M in Q4 2021. 571 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • tru Independence reported no remaining Comerica position as of Q4 2025 after selling out during the quarter.
  • tru Independence sold 69,145 Comerica shares in Q4 2025, an estimated $4.74M.
  • tru Independence first reported a position in Comerica in Q4 2019 and held it in 24 quarters.
  • tru Independence's Comerica position peaked at $7.12M in Q4 2021.
  • 571 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on tru Independence's 13F filing for Q4 2025, filed 22 Jan 2026.