WFP
CMA

Welch Financial Planning’s Comerica CMA Stock Holding History

Welch Financial Planning’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
-2,607
Closed -$227K – 68
2025
Q4 		$227K Buy
+2,607
New +$210K 0.17% 58

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

Welch Financial Planning's CMA Position: Q1 2026 in Review

Welch Financial Planning sold out of Comerica (CMA) in Q1 2026, closing a stake of 2,607 shares — an estimated $227K sold.

Welch Financial Planning first reported a position in CMA in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Welch Financial Planning reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Welch Financial Planning sold 2,607 Comerica shares in Q1 2026, an estimated $227K.
  • Welch Financial Planning first reported a position in Comerica in Q4 2025 and held it in 1 quarter.
  • Welch Financial Planning's Comerica position peaked at $227K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Welch Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.