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Clearstead Advisors’s CNA Financial CNA Stock Holding History

Clearstead 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 		$76.8K Buy
+1,579
New +$71.9K ﹤0.01% 1373
2026
Q1 		– Sell
-16
Closed -$764 – 2369
2025
Q4 		$764 Sell
16
-385
-96% -$17.7K ﹤0.01% 2258
2025
Q3 		$18.6K Sell
401
-321
-44% -$14.9K ﹤0.01% 1673
2025
Q2 		$33.6K Buy
722
+257
+55% +$12.2K ﹤0.01% 1419
2025
Q1 		$23.6K Buy
+465
New +$22.7K ﹤0.01% 1378

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

Clearstead Advisors's CNA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CNA Financial (CNA) in Q2 2026: 1,579 shares worth $76.8K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CNA as recently as Q4 2025.

Clearstead Advisors first reported a position in CNA in Q1 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Clearstead Advisors held 1,579 shares of CNA Financial worth $76.8K as of Q2 2026.
  • CNA Financial was a new Clearstead Advisors position in Q2 2026.
  • CNA Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1373 holding.
  • Clearstead Advisors first reported a position in CNA Financial in Q1 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.