UCFA
CMA

United Capital Financial Advisors’s Comerica CMA Stock Holding History

United Capital Financial 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
2026
Q1 		– Sell
-13,783
Closed -$1.2M – 1641
2025
Q4 		$1.2M Sell
13,783
-119
-0.9% -$9.58K 0.01% 677
2025
Q3 		$953K Sell
13,902
-252
-2% -$17K 0.01% 651
2025
Q2 		$844K Sell
14,154
-1,436
-9% -$80.1K 0.01% 642
2025
Q1 		$921K Buy
15,590
+71
+0.5% +$4.46K 0.01% 583
2024
Q4 		$960K Sell
15,519
-465
-3% -$30.2K 0.01% 560
2024
Q3 		$958K Sell
15,984
-681
-4% -$37.6K 0.01% 551
2024
Q2 		$851K Sell
16,665
-1,568
-9% -$80.1K 0.01% 571
2024
Q1 		$1M Sell
18,233
-2,073
-10% -$108K 0.01% 558
2023
Q4 		$1.13M Buy
20,306
+15,217
+299% +$688K 0.01% 528
2023
Q3 		$211K Sell
5,089
-112
-2% -$5.31K ﹤0.01% 788
2023
Q2 		$220K Sell
5,201
-2,743
-35% -$111K ﹤0.01% 833
2023
Q1 		$345K Sell
7,944
-573
-7% -$36.7K ﹤0.01% 789
2022
Q4 		$569K Sell
8,517
-345
-4% -$23.9K ﹤0.01% 733
2022
Q3 		$630K Buy
8,862
+117
+1% +$9.22K ﹤0.01% 713
2022
Q2 		$642K Buy
8,745
+214
+3% +$17.3K ﹤0.01% 734
2022
Q1 		$771K Sell
8,531
-190
-2% -$17.9K ﹤0.01% 724
2021
Q4 		$759K Buy
8,721
+11
+0.1% +$944 ﹤0.01% 750
2021
Q3 		$701K Buy
8,710
+321
+4% +$23.1K ﹤0.01% 766
2021
Q2 		$598K Sell
8,389
-20
-0.2% -$1.48K ﹤0.01% 824
2021
Q1 		$603K Buy
8,409
+1,856
+28% +$122K ﹤0.01% 800
2020
Q4 		$366K Buy
6,553
+16
+0.2% +$780 ﹤0.01% 939
2020
Q3 		$250K Buy
6,537
+731
+13% +$28.1K ﹤0.01% 1010
2020
Q2 		$221K Buy
+5,806
New +$202K ﹤0.01% 1072
2020
Q1 		– Sell
-10,448
Closed -$750K – 1227
2019
Q4 		$750K Buy
10,448
+4,758
+84% +$327K ﹤0.01% 879
2019
Q3 		$375K Sell
5,690
-3,258
-36% -$216K ﹤0.01% 1027
2019
Q2 		$650K Sell
8,948
-264
-3% -$19.6K ﹤0.01% 953
2019
Q1 		$675K Buy
9,212
+294
+3% +$23.6K ﹤0.01% 893
2018
Q4 		$613K Buy
8,918
+1,799
+25% +$143K ﹤0.01% 849
2018
Q3 		$642K Buy
7,119
+37
+0.5% +$3.53K ﹤0.01% 907
2018
Q2 		$644K Buy
7,082
+198
+3% +$19K ﹤0.01% 873
2018
Q1 		$660K Buy
6,884
+298
+5% +$28.4K 0.01% 880
2017
Q4 		$572K Buy
6,586
+321
+5% +$25.8K ﹤0.01% 926
2017
Q3 		$478K Buy
6,265
+40
+0.6% +$2.87K ﹤0.01% 971
2017
Q2 		$456K Sell
6,225
-95
-2% -$6.67K ﹤0.01% 944
2017
Q1 		$433K Buy
6,320
+53
+0.8% +$3.7K ﹤0.01% 946
2016
Q4 		$427K Buy
6,267
+410
+7% +$24K ﹤0.01% 966
2016
Q3 		$277K Buy
5,857
+146
+3% +$6.62K ﹤0.01% 1097
2016
Q2 		$234K Sell
5,711
-504
-8% -$21.5K ﹤0.01% 1119
2016
Q1 		$235K Buy
+6,215
New +$224K ﹤0.01% 1079

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

United Capital Financial Advisors's CMA Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 13,783 shares — an estimated $1.2M sold.

United Capital Financial Advisors first reported a position in CMA in Q1 2016 and held it in 39 quarters. The position peaked at $1.2M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,783 Comerica shares in Q1 2026, an estimated $1.2M.
  • United Capital Financial Advisors first reported a position in Comerica in Q1 2016 and held it in 39 quarters.
  • United Capital Financial Advisors's Comerica position peaked at $1.2M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.