Superior Planning, LLC’s CNA Financial CNA Stock Holding History

Superior Planning, LLC’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269	Buy	+6	New	+$301	﹤0.01%	1998

Other funds holding CNA

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Superior Planning, LLC's CNA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CNA Financial (CNA) in Q3 2026: 6 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #1998 among its holdings.

205 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Superior Planning, LLC held 6 shares of CNA Financial worth $269 as of Q3 2026.
CNA Financial was a new Superior Planning, LLC position in Q3 2026.
CNA Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1998 holding.
205 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.