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

Cassaday & 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 		$98 Hold
2
– – ﹤0.01% 1270
2026
Q1 		$92 Buy
+2
New +$95 ﹤0.01% 1330

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Morgan Stanley
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QCM
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Charles Schwab
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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

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

Cassaday & Co Wealth Management held its CNA Financial (CNA) position steady in Q2 2026 at 2 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Cassaday & Co Wealth Management first reported a position in CNA in Q1 2026 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of CNA Financial worth $98 as of Q2 2026.
  • Cassaday & Co Wealth Management left its CNA Financial share count unchanged in Q2 2026.
  • CNA Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1270 holding.
  • Cassaday & Co Wealth Management first reported a position in CNA Financial in Q1 2026 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.