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Bogart Wealth LLC’s CNA Financial CNA Stock Holding History

Bogart Wealth LLC’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 		$7.97K Buy
164
+126
+332% +$5.73K ﹤0.01% 1067
2026
Q1 		$1.75K Buy
38
+7
+23% +$331 ﹤0.01% 1309
2025
Q4 		$1.48K Buy
+31
New +$1.43K ﹤0.01% 1234

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

Bogart Wealth LLC's CNA Position: Q2 2026 in Review

Bogart Wealth LLC increased its CNA Financial (CNA) stake by 332% in Q2 2026, buying an estimated $5.73K and bringing the position to 164 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Bogart Wealth LLC first reported a position in CNA in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Bogart Wealth LLC held 164 shares of CNA Financial worth $7.97K as of Q2 2026.
  • Bogart Wealth LLC bought 126 CNA Financial shares in Q2 2026, an estimated $5.73K.
  • CNA Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1067 holding.
  • Bogart Wealth LLC first reported a position in CNA Financial in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.