CAPTRUST Financial Advisors
CNA icon

CAPTRUST Financial Advisors’s CNA Financial CNA Stock Holding History

CAPTRUST Financial 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 		$203K Sell
4,169
-28,820
-87% -$1.31M ﹤0.01% 2881
2026
Q1 		$1.51M Buy
32,989
+4,607
+16% +$218K ﹤0.01% 1356
2025
Q4 		$1.35M Buy
28,382
+412
+1% +$19K ﹤0.01% 1313
2025
Q3 		$1.3M Sell
27,970
-1,869
-6% -$86.7K ﹤0.01% 1285
2025
Q2 		$1.39M Sell
29,839
-1,884
-6% -$89.4K ﹤0.01% 1161
2025
Q1 		$1.61M Buy
31,723
+14,359
+83% +$700K ﹤0.01% 1009
2024
Q4 		$840K Buy
17,364
+11,586
+201% +$566K ﹤0.01% 1324
2024
Q3 		$283K Buy
+5,778
New +$283K ﹤0.01% 1908
2022
Q3 		– Sell
-1,699
Closed -$76K – 2433
2022
Q2 		$76K Buy
1,699
+321
+23% +$14.7K ﹤0.01% 2424
2022
Q1 		$67K Buy
1,378
+999
+264% +$46.5K ﹤0.01% 2571
2021
Q4 		$17K Buy
379
+29
+8% +$1.29K ﹤0.01% 3397
2021
Q3 		$15K Hold
350
– – ﹤0.01% 3344
2021
Q2 		$16K Hold
350
– – ﹤0.01% 3259
2021
Q1 		$16K Buy
+350
New +$14.9K ﹤0.01% 3138

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

CAPTRUST Financial Advisors's CNA Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its CNA Financial (CNA) stake by 87% in Q2 2026, selling an estimated $1.31M and leaving 4,169 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

CAPTRUST Financial Advisors first reported a position in CNA in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.61M in Q1 2025. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,169 shares of CNA Financial worth $203K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 28,820 CNA Financial shares in Q2 2026, an estimated $1.31M.
  • CNA Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2881 holding.
  • CAPTRUST Financial Advisors first reported a position in CNA Financial in Q1 2021 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's CNA Financial position peaked at $1.61M in Q1 2025.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.