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Clearstead Trust’s CNA Financial CNA Stock Holding History

Clearstead Trust’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 		$9.77K Buy
201
+129
+179% +$5.87K ﹤0.01% 627
2026
Q1 		$3.31K Buy
72
+16
+29% +$758 ﹤0.01% 822
2025
Q4 		$2.67K Sell
56
-73
-57% -$3.36K ﹤0.01% 864
2025
Q3 		$5.99K Sell
129
-96
-43% -$4.45K ﹤0.01% 720
2025
Q2 		$10.5K Buy
225
+17
+8% +$807 ﹤0.01% 578
2025
Q1 		$10.6K Buy
+208
New +$10.1K ﹤0.01% 458

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 Trust's CNA Position: Q2 2026 in Review

Clearstead Trust increased its CNA Financial (CNA) stake by 179% in Q2 2026, buying an estimated $5.87K and bringing the position to 201 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Clearstead Trust first reported a position in CNA in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6K in Q1 2025. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Clearstead Trust held 201 shares of CNA Financial worth $9.77K as of Q2 2026.
  • Clearstead Trust bought 129 CNA Financial shares in Q2 2026, an estimated $5.87K.
  • CNA Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #627 holding.
  • Clearstead Trust first reported a position in CNA Financial in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's CNA Financial position peaked at $10.6K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

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