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Aventura Private Wealth’s CNA Financial CNA Stock Holding History

Aventura Private Wealth’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
2025
Q4 		– Sell
-8
Closed -$372 – 871
2025
Q3 		$372 Hold
8
– – ﹤0.01% 772
2025
Q2 		$372 Hold
8
– – ﹤0.01% 737
2025
Q1 		$406 Hold
8
– – ﹤0.01% 728
2024
Q4 		$387 Buy
+8
New +$391 ﹤0.01% 705

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aventura Private Wealth's CNA Position: Q4 2025 in Review

Aventura Private Wealth sold out of CNA Financial (CNA) in Q4 2025, closing a stake of 8 shares — an estimated $372 sold.

Aventura Private Wealth first reported a position in CNA in Q4 2024 and held it in 4 quarters. The position peaked at $406 in Q1 2025. 292 funds tracked by Wall St. Rank hold CNA as of Q4 2025.

  • Aventura Private Wealth reported no remaining CNA Financial position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 8 CNA Financial shares in Q4 2025, an estimated $372.
  • Aventura Private Wealth first reported a position in CNA Financial in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's CNA Financial position peaked at $406 in Q1 2025.
  • 292 funds tracked by Wall St. Rank held CNA Financial as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.