Allworth Financial’s CNA Financial CNA Stock Holding History

Allworth Financial’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 Q1	$102K	Buy	2,212 +399	+22%	+$18.9K	﹤0.01%	1827
2025 Q4	$86.6K	Buy	1,813 +859	+90%	+$39.6K	﹤0.01%	1838
2025 Q3	$44.3K	Buy	954 +169	+22%	+$7.84K	﹤0.01%	2182
2025 Q2	$36.5K	Buy	785 +397	+102%	+$18.8K	﹤0.01%	2139
2025 Q1	$18.6K	Sell	388 -18	-4%	-$878	﹤0.01%	2130
2024 Q4	$19.6K	Buy	406 +8	+2%	+$391	﹤0.01%	2119
2024 Q3	$19.5K	Hold	398	–	–	﹤0.01%	1934
2024 Q2	$18.8K	Buy	398 +126	+46%	+$5.59K	﹤0.01%	1916
2024 Q1	$12.4K	Hold	272	–	–	﹤0.01%	2016
2023 Q4	$11.5K	Buy	272 +20	+8%	+$814	﹤0.01%	1929
2023 Q3	$9.92K	Sell	252 -1	-0.4%	-$40	﹤0.01%	1847
2023 Q2	$9.77K	Sell	253 -41	-14%	-$1.6K	﹤0.01%	1869
2023 Q1	$11.5K	Buy	294 +97	+49%	+$4.07K	﹤0.01%	1743
2022 Q4	$8.33K	Sell	197 -1	-0.5%	-$41	﹤0.01%	1739
2022 Q3	$7K	Buy	198 +188	+1,880%	+$7.65K	﹤0.01%	1773
2022 Q2	$0	Sell	10 -542	-98%	-$24.9K	﹤0.01%	2448
2022 Q1	$27K	Buy	+552	New	+$25.7K	﹤0.01%	1124

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return