ZF
CMA

Zhang Financial’s Comerica CMA Stock Holding History

Zhang Financial’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
-3,005
Closed -$261K – 369
2025
Q4 		$261K Buy
+3,005
New +$242K 0.01% 292
2023
Q2 		– Sell
-5,724
Closed -$249K – 249
2023
Q1 		$249K Hold
5,724
– – 0.03% 206
2022
Q4 		$383K Sell
5,724
-6
-0.1% -$416 0.05% 168
2022
Q3 		$407K Buy
5,730
+300
+6% +$23.6K 0.06% 144
2022
Q2 		$398K Sell
5,430
-26
-0.5% -$2.1K 0.06% 151
2022
Q1 		$493K Hold
5,456
– – 0.08% 134
2021
Q4 		$475K Buy
+5,456
New +$468K 0.08% 127

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

Zhang Financial's CMA Position: Q1 2026 in Review

Zhang Financial sold out of Comerica (CMA) in Q1 2026, closing a stake of 3,005 shares — an estimated $261K sold.

Zhang Financial first reported a position in CMA in Q4 2021 and held it in 7 quarters. The position peaked at $493K in Q1 2022. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Zhang Financial reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 3,005 Comerica shares in Q1 2026, an estimated $261K.
  • Zhang Financial first reported a position in Comerica in Q4 2021 and held it in 7 quarters.
  • Zhang Financial's Comerica position peaked at $493K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.