WA
CMA

Waverly Advisors’s Comerica CMA Stock Holding History

Waverly 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
-2,723
Closed -$237K – 1630
2025
Q4 		$237K Buy
+2,723
New +$219K ﹤0.01% 1324
2014
Q4 		– Sell
-291
Closed -$15K – 470
2014
Q3 		$15K Hold
291
– – 0.01% 391
2014
Q2 		$15K Hold
291
– – 0.01% 373
2014
Q1 		$15K Sell
291
-672
-70% -$32.3K 0.01% 363
2013
Q4 		$46K Buy
+963
New +$42.3K 0.02% 341

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

Waverly Advisors's CMA Position: Q1 2026 in Review

Waverly Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,723 shares — an estimated $237K sold.

Waverly Advisors first reported a position in CMA in Q4 2013 and held it in 5 quarters. The position peaked at $237K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Waverly Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,723 Comerica shares in Q1 2026, an estimated $237K.
  • Waverly Advisors first reported a position in Comerica in Q4 2013 and held it in 5 quarters.
  • Waverly Advisors's Comerica position peaked at $237K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

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