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Bartlett & Co Wealth Management’s CNA Financial CNA Stock Holding History

Bartlett & Co 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
Q2 		$146 Hold
3
– – ﹤0.01% 1302
2026
Q1 		$133 Buy
+3
New +$142 ﹤0.01% 1250
2019
Q2 		– Sell
-200
Closed -$8.67K – 777
2019
Q1 		$8.67K Buy
+200
New +$8.85K ﹤0.01% 589

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

Bartlett & Co Wealth Management's CNA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its CNA Financial (CNA) position steady in Q2 2026 at 3 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Bartlett & Co Wealth Management first reported a position in CNA in Q1 2019 and has held it in 3 quarters since. The position peaked at $8.67K in Q1 2019. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Bartlett & Co Wealth Management held 3 shares of CNA Financial worth $146 as of Q2 2026.
  • Bartlett & Co Wealth Management left its CNA Financial share count unchanged in Q2 2026.
  • CNA Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1302 holding.
  • Bartlett & Co Wealth Management first reported a position in CNA Financial in Q1 2019 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's CNA Financial position peaked at $8.67K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.