CoreCap Advisors’s CNA Financial CNA Stock Holding History

CoreCap 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 Q3	$14K	Hold	313	–	–	﹤0.01%	1950
2026 Q2	$15.2K	Buy	313 +13	+4%	+$592	﹤0.01%	1911
2026 Q1	$13.8K	Hold	300	–	–	﹤0.01%	1830
2025 Q4	$14.3K	Hold	300	–	–	﹤0.01%	1816
2025 Q3	$13.9K	Hold	300	–	–	﹤0.01%	1799
2025 Q2	$14K	Hold	300	–	–	﹤0.01%	1737
2025 Q1	$15.2K	Hold	300	–	–	﹤0.01%	1646
2024 Q4	$14.5K	Hold	300	–	–	﹤0.01%	1635
2024 Q3	$14.7K	Buy	+300	New	+$14.7K	﹤0.01%	1663
2022 Q3	–	Sell	-22	Closed	-$1K	–	811
2022 Q2	$1K	Buy	+22	New	+$1.01K	﹤0.01%	1962
2022 Q1	–	Sell	-22	Closed	-$1K	–	825
2021 Q4	$1K	Buy	+22	New	+$978	﹤0.01%	2078

Other funds holding CNA

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

CoreCap Advisors's CNA Position: Q3 2026 in Review

CoreCap Advisors held its CNA Financial (CNA) position steady in Q3 2026 at 313 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

CoreCap Advisors first reported a position in CNA in Q4 2021 and has held it in 11 quarters since. The position peaked at $15.2K in Q1 2025. 57 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

CoreCap Advisors held 313 shares of CNA Financial worth $14K as of Q3 2026.
CoreCap Advisors left its CNA Financial share count unchanged in Q3 2026.
CNA Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1950 holding.
CoreCap Advisors first reported a position in CNA Financial in Q4 2021 and has held it in 11 quarters since.
CoreCap Advisors's CNA Financial position peaked at $15.2K in Q1 2025.
57 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.