Colonial Trust’s CNA Financial CNA Stock Holding History

Colonial 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
2025 Q1	–	Sell	-314	Closed	-$15.2K	–	1151
2024 Q4	$15.2K	Buy	+314	New	+$15.3K	﹤0.01%	871

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

RRAM

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

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

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

CIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Colonial Trust's CNA Position: Q1 2025 in Review

Colonial Trust sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 314 shares — an estimated $15.2K sold.

Colonial Trust first reported a position in CNA in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

Colonial Trust reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 314 CNA Financial shares in Q1 2025, an estimated $15.2K.
Colonial Trust first reported a position in CNA Financial in Q4 2024 and held it in 1 quarter.
Colonial Trust's CNA Financial position peaked at $15.2K in Q4 2024.
266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.