Convergence Financial’s CNA Financial CNA Stock Holding History

Convergence Financial’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	$1.33M	Sell	27,262 -248	-0.9%	-$11.3K	0.11%	100
2026 Q1	$1.26M	Buy	27,510 +13,454	+96%	+$637K	0.13%	85
2025 Q4	$671K	Buy	14,056 +56	+0.4%	+$2.58K	0.1%	105
2025 Q3	$650K	Buy	14,000 +4,309	+44%	+$200K	0.1%	108
2025 Q2	$451K	Buy	9,691 +4,400	+83%	+$209K	0.08%	121
2025 Q1	$269K	Buy	+5,291	New	+$258K	0.05%	143

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Convergence Financial's CNA Position: Q2 2026 in Review

Convergence Financial reduced its CNA Financial (CNA) stake by 0.9% in Q2 2026, selling an estimated $11.3K and leaving 27,262 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #100.

Convergence Financial first reported a position in CNA in Q1 2025 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Convergence Financial held 27,262 shares of CNA Financial worth $1.33M as of Q2 2026.
Convergence Financial sold 248 CNA Financial shares in Q2 2026, an estimated $11.3K.
CNA Financial made up 0.11% of Convergence Financial's portfolio in Q2 2026, its #100 holding.
Convergence Financial first reported a position in CNA Financial in Q1 2025 and has held it in 6 quarters since.
312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.