Activest Wealth Management
CNA icon

Activest Wealth Management’s CNA Financial CNA Stock Holding History

Activest Wealth Management’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 		$180 Hold
4
– – ﹤0.01% 977
2026
Q2 		$194 Buy
+4
New +$182 ﹤0.01% 1172
2026
Q1 		– Sell
-22
Closed -$1.05K – 1251
2025
Q4 		$1.05K Buy
22
+21
+2,100% +$968 ﹤0.01% 942
2025
Q3 		$46 Buy
+1
New +$46 ﹤0.01% 1088
2025
Q1 		– Sell
-1
Closed -$49 – 1079
2024
Q4 		$48 Buy
+1
New +$49 ﹤0.01% 752

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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 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

Activest Wealth Management's CNA Position: Q3 2026 in Review

Activest Wealth Management held its CNA Financial (CNA) position steady in Q3 2026 at 4 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Activest Wealth Management first reported a position in CNA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.05K in Q4 2025. 157 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Activest Wealth Management held 4 shares of CNA Financial worth $180 as of Q3 2026.
  • Activest Wealth Management left its CNA Financial share count unchanged in Q3 2026.
  • CNA Financial made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #977 holding.
  • Activest Wealth Management first reported a position in CNA Financial in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's CNA Financial position peaked at $1.05K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.