AF
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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
Q2 		$69.3K Sell
1,426
-786
-36% -$35.8K ﹤0.01% 2211
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

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Allworth Financial's CNA Position: Q2 2026 in Review

Allworth Financial reduced its CNA Financial (CNA) stake by 36% in Q2 2026, selling an estimated $35.8K and leaving 1,426 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Allworth Financial first reported a position in CNA in Q1 2022 and has held it in 18 quarters since. The position peaked at $102K in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Allworth Financial held 1,426 shares of CNA Financial worth $69.3K as of Q2 2026.
  • Allworth Financial sold 786 CNA Financial shares in Q2 2026, an estimated $35.8K.
  • CNA Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2211 holding.
  • Allworth Financial first reported a position in CNA Financial in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's CNA Financial position peaked at $102K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.