AssetMark Inc
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AssetMark Inc’s CNA Financial CNA Stock Holding History

AssetMark Inc’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 		$13.5K Buy
300
+54
+22% +$2.71K ﹤0.01% 2404
2026
Q2 		$12K Hold
246
– – ﹤0.01% 2385
2026
Q1 		$11.3K Sell
246
-20
-8% -$947 ﹤0.01% 2274
2025
Q4 		$12.7K Buy
266
+263
+8,767% +$12.1K ﹤0.01% 2140
2025
Q3 		$139 Hold
3
– – ﹤0.01% 3101
2025
Q2 		$140 Sell
3
-44
-94% -$2.09K ﹤0.01% 2915
2025
Q1 		$2.39K Hold
47
– – ﹤0.01% 2143
2024
Q4 		$2.27K Hold
47
– – ﹤0.01% 2092
2024
Q3 		$2.3K Buy
47
+2
+4% +$98 ﹤0.01% 1862
2024
Q2 		$2.07K Buy
+45
New +$2K ﹤0.01% 1746
2024
Q1 		– Sell
-8
Closed -$338 – 1966
2023
Q4 		$338 Buy
+8
New +$326 ﹤0.01% 1709
2021
Q3 		– Sell
-74,969
Closed -$3.41M – 1402
2021
Q2 		$3.41M Buy
+74,969
New +$3.52M 0.02% 295
2019
Q4 		– Sell
-3,592
Closed -$177K – 1395
2019
Q3 		$177K Buy
3,592
+199
+6% +$9.5K ﹤0.01% 520
2019
Q2 		$160K Buy
3,393
+629
+23% +$28.6K ﹤0.01% 507
2019
Q1 		$120K Buy
2,764
+984
+55% +$43.5K ﹤0.01% 538
2018
Q4 		$79K Sell
1,780
-4,763
-73% -$215K ﹤0.01% 604
2018
Q3 		$299K Buy
6,543
+333
+5% +$15.4K ﹤0.01% 401
2018
Q2 		$284K Buy
6,210
+220
+4% +$10.6K ﹤0.01% 402
2018
Q1 		$296K Sell
5,990
-10,787
-64% -$564K ﹤0.01% 399
2017
Q4 		$890K Buy
16,777
+10,835
+182% +$571K 0.01% 304
2017
Q3 		$299K Buy
+5,942
New +$297K ﹤0.01% 419

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AssetMark Inc's CNA Position: Q3 2026 in Review

AssetMark Inc increased its CNA Financial (CNA) stake by 22% in Q3 2026, buying an estimated $2.71K and bringing the position to 300 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

AssetMark Inc first reported a position in CNA in Q3 2017 and has held it in 21 quarters since. The position peaked at $3.41M in Q2 2021. 76 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • AssetMark Inc held 300 shares of CNA Financial worth $13.5K as of Q3 2026.
  • AssetMark Inc bought 54 CNA Financial shares in Q3 2026, an estimated $2.71K.
  • CNA Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2404 holding.
  • AssetMark Inc first reported a position in CNA Financial in Q3 2017 and has held it in 21 quarters since.
  • AssetMark Inc's CNA Financial position peaked at $3.41M in Q2 2021.
  • 76 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.