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Coldstream Capital Management’s CNA Financial CNA Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-340
Closed -$17.3K – 1576
2025
Q1 		$17.3K Buy
+340
New +$16.6K ﹤0.01% 2164

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Bank of New York Mellon
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
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
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

Coldstream Capital Management's CNA Position: Q2 2025 in Review

Coldstream Capital Management sold out of CNA Financial (CNA) in Q2 2025, closing a stake of 340 shares — an estimated $17.3K sold.

Coldstream Capital Management first reported a position in CNA in Q1 2025 and held it in 1 quarter. The position peaked at $17.3K in Q1 2025. 266 funds tracked by Wall St. Rank hold CNA as of Q2 2025.

  • Coldstream Capital Management reported no remaining CNA Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 340 CNA Financial shares in Q2 2025, an estimated $17.3K.
  • Coldstream Capital Management first reported a position in CNA Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's CNA Financial position peaked at $17.3K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.