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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aaron Wealth Advisors's CNA Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of CNA Financial (CNA) in Q2 2026, closing a stake of 7,606 shares — an estimated $349K sold.

Aaron Wealth Advisors first reported a position in CNA in Q3 2025 and held it in 3 quarters. The position peaked at $536K in Q4 2025. 27 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining CNA Financial position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 7,606 CNA Financial shares in Q2 2026, an estimated $349K.
  • Aaron Wealth Advisors first reported a position in CNA Financial in Q3 2025 and held it in 3 quarters.
  • Aaron Wealth Advisors's CNA Financial position peaked at $536K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.