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Basecamp Wealth Advisors’s CNA Financial CNA Stock Holding History

Basecamp Wealth Advisors’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 		$21.3K Hold
439
– – ﹤0.01% 787
2026
Q1 		$20.2K Hold
439
– – ﹤0.01% 819
2025
Q4 		$21K Buy
+439
New +$20.2K ﹤0.01% 780

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

Basecamp Wealth Advisors's CNA Position: Q2 2026 in Review

Basecamp Wealth Advisors held its CNA Financial (CNA) position steady in Q2 2026 at 439 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Basecamp Wealth Advisors first reported a position in CNA in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Basecamp Wealth Advisors held 439 shares of CNA Financial worth $21.3K as of Q2 2026.
  • Basecamp Wealth Advisors left its CNA Financial share count unchanged in Q2 2026.
  • CNA Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #787 holding.
  • Basecamp Wealth Advisors first reported a position in CNA Financial in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.