Counterpoint Mutual Funds
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Counterpoint Mutual Funds’s CNA Financial CNA Stock Holding History

Counterpoint Mutual Funds’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 		$563K Buy
+12,544
New +$629K 0.05% 171
2023
Q3 		– Sell
-3,174
Closed -$123K – 333
2023
Q2 		$123K Buy
+3,174
New +$124K 0.11% 157

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Counterpoint Mutual Funds's CNA Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in CNA Financial (CNA) in Q3 2026: 12,544 shares worth $563K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in CNA as recently as Q2 2023.

Counterpoint Mutual Funds first reported a position in CNA in Q2 2023 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Counterpoint Mutual Funds held 12,544 shares of CNA Financial worth $563K as of Q3 2026.
  • CNA Financial was a new Counterpoint Mutual Funds position in Q3 2026.
  • CNA Financial made up 0.05% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #171 holding.
  • Counterpoint Mutual Funds first reported a position in CNA Financial in Q2 2023 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.