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Cornerstone Planning Group’s CNA Financial CNA Stock Holding History

Cornerstone Planning Group’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
Q1 		$1.16K Hold
26
– – ﹤0.01% 1420
2025
Q4 		$1.23K Sell
26
-10
-28% -$461 ﹤0.01% 1301
2025
Q3 		$1.61K Hold
36
– – ﹤0.01% 1211
2025
Q2 		$1.68K Buy
36
+14
+64% +$664 ﹤0.01% 990
2025
Q1 		$1.06K Buy
22
+10
+83% +$488 ﹤0.01% 1119
2024
Q4 		$602 Hold
12
– – ﹤0.01% 1077
2024
Q3 		$582 Hold
12
– – ﹤0.01% 1051
2024
Q2 		$577 Hold
12
– – ﹤0.01% 1060
2024
Q1 		$533 Buy
+12
New +$530 ﹤0.01% 924

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Charles Schwab
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Cornerstone Planning Group's CNA Position: Q1 2026 in Review

Cornerstone Planning Group held its CNA Financial (CNA) position steady in Q1 2026 at 26 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Cornerstone Planning Group first reported a position in CNA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68K in Q2 2025. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • Cornerstone Planning Group held 26 shares of CNA Financial worth $1.16K as of Q1 2026.
  • Cornerstone Planning Group left its CNA Financial share count unchanged in Q1 2026.
  • CNA Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1420 holding.
  • Cornerstone Planning Group first reported a position in CNA Financial in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's CNA Financial position peaked at $1.68K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.