Aaron Wealth Advisors
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Aaron Wealth Advisors’s CNA Financial CNA Stock Holding History

Aaron Wealth Advisors’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 		$250K Buy
+5,564
New +$279K 0.01% 612
2026
Q2 		– Sell
-7,606
Closed -$349K – 703
2026
Q1 		$349K Sell
7,606
-3,614
-32% -$171K 0.02% 507
2025
Q4 		$536K Buy
11,220
+6,265
+126% +$289K 0.03% 420
2025
Q3 		$230K Buy
+4,955
New +$230K 0.01% 595

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Patrick Mauro Investment Advisor
Patrick Mauro Investment Advisor Oak Brook, Illinois $200M AUM 7.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aaron Wealth Advisors's CNA Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in CNA Financial (CNA) in Q3 2026: 5,564 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in CNA as recently as Q1 2026.

Aaron Wealth Advisors first reported a position in CNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $536K in Q4 2025. 147 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Aaron Wealth Advisors held 5,564 shares of CNA Financial worth $250K as of Q3 2026.
  • CNA Financial was a new Aaron Wealth Advisors position in Q3 2026.
  • CNA Financial made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #612 holding.
  • Aaron Wealth Advisors first reported a position in CNA Financial in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's CNA Financial position peaked at $536K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.