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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
Q2 		– Sell
-26
Closed -$1.16K – 1884
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 $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

Cornerstone Planning Group's CNA Position: Q2 2026 in Review

Cornerstone Planning Group sold out of CNA Financial (CNA) in Q2 2026, closing a stake of 26 shares — an estimated $1.16K sold.

Cornerstone Planning Group first reported a position in CNA in Q1 2024 and held it in 9 quarters. The position peaked at $1.68K in Q2 2025. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Cornerstone Planning Group reported no remaining CNA Financial position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 26 CNA Financial shares in Q2 2026, an estimated $1.16K.
  • Cornerstone Planning Group first reported a position in CNA Financial in Q1 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's CNA Financial position peaked at $1.68K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.