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Capital Advisors Ltd’s CNA Financial CNA Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
34
– – ﹤0.01% 1097
2026
Q1 		$2K Hold
34
– – ﹤0.01% 1085
2025
Q4 		$2K Hold
34
– – ﹤0.01% 1062
2025
Q3 		$2K Sell
34
-1
-3% -$46 ﹤0.01% 1046
2025
Q2 		$2K Sell
35
-14
-29% -$664 ﹤0.01% 1046
2025
Q1 		$2K Sell
49
-84
-63% -$4.1K ﹤0.01% 1037
2024
Q4 		$6K Buy
133
+97
+269% +$4.74K ﹤0.01% 901
2024
Q3 		$2K Hold
36
– – ﹤0.01% 1046
2024
Q2 		$2K Hold
36
– – ﹤0.01% 1043
2024
Q1 		$2K Buy
36
+1
+3% +$44 ﹤0.01% 1023
2023
Q4 		$1K Sell
35
-22
-39% -$896 ﹤0.01% 1112
2023
Q3 		$2K Sell
57
-18
-24% -$711 ﹤0.01% 993
2023
Q2 		$3K Sell
75
-9
-11% -$351 ﹤0.01% 931
2023
Q1 		$3K Buy
84
+30
+56% +$1.26K ﹤0.01% 793
2022
Q4 		$2K Buy
+54
New +$2.21K ﹤0.01% 836
2022
Q3 		– Sell
-6
Closed – – 1277
2022
Q2 		$0 Sell
6
-11
-65% -$505 ﹤0.01% 1048
2022
Q1 		$1K Buy
+17
New +$791 ﹤0.01% 691

Other funds holding CNA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Capital Advisors Ltd's CNA Position: Q2 2026 in Review

Capital Advisors Ltd held its CNA Financial (CNA) position steady in Q2 2026 at 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Capital Advisors Ltd first reported a position in CNA in Q1 2022 and has held it in 17 quarters since. The position peaked at $6K in Q4 2024. 27 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Capital Advisors Ltd held 34 shares of CNA Financial worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its CNA Financial share count unchanged in Q2 2026.
  • CNA Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1097 holding.
  • Capital Advisors Ltd first reported a position in CNA Financial in Q1 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's CNA Financial position peaked at $6K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.