CFC Planning Company’s CNA Financial CNA Stock Holding History

CFC Planning Company’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
2025 Q2	–	Sell	-4,524	Closed	-$230K	–	97
2025 Q1	$230K	Buy	+4,524	New	+$221K	0.25%	66

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

CFC Planning Company's CNA Position: Q2 2025 in Review

CFC Planning Company sold out of CNA Financial (CNA) in Q2 2025, closing a stake of 4,524 shares — an estimated $230K sold.

CFC Planning Company first reported a position in CNA in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 266 funds tracked by Wall St. Rank hold CNA as of Q2 2025.

CFC Planning Company reported no remaining CNA Financial position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 4,524 CNA Financial shares in Q2 2025, an estimated $230K.
CFC Planning Company first reported a position in CNA Financial in Q1 2025 and held it in 1 quarter.
CFC Planning Company's CNA Financial position peaked at $230K in Q1 2025.
266 funds tracked by Wall St. Rank held CNA Financial as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.