Corient Private Wealth
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Corient Private Wealth’s CNA Financial CNA Stock Holding History

Corient Private Wealth’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 		$2.63M Sell
54,203
-37,699
-41% -$1.72M ﹤0.01% 1214
2026
Q1 		$4.19M Buy
91,902
+79,205
+624% +$3.75M 0.01% 919
2025
Q4 		$606K Buy
12,697
+6,850
+117% +$316K ﹤0.01% 1768
2025
Q3 		$272K Buy
+5,847
New +$271K ﹤0.01% 2184

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

Corient Private Wealth's CNA Position: Q2 2026 in Review

Corient Private Wealth reduced its CNA Financial (CNA) stake by 41% in Q2 2026, selling an estimated $1.72M and leaving 54,203 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Corient Private Wealth first reported a position in CNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.19M in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Corient Private Wealth held 54,203 shares of CNA Financial worth $2.63M as of Q2 2026.
  • Corient Private Wealth sold 37,699 CNA Financial shares in Q2 2026, an estimated $1.72M.
  • CNA Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1214 holding.
  • Corient Private Wealth first reported a position in CNA Financial in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's CNA Financial position peaked at $4.19M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.