Creative Planning
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Creative Planning’s CNA Financial CNA Stock Holding History

Creative Planning’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 		$10.1M Buy
220,035
+86,783
+65% +$4.11M 0.01% 687
2025
Q4 		$6.36M Buy
133,252
+77,939
+141% +$3.59M ﹤0.01% 843
2025
Q3 		$2.57M Buy
55,313
+22,307
+68% +$1.03M ﹤0.01% 1345
2025
Q2 		$1.54M Buy
33,006
+10,843
+49% +$514K ﹤0.01% 1525
2025
Q1 		$1.13M Sell
22,163
-184
-0.8% -$8.97K ﹤0.01% 1631
2024
Q4 		$1.08M Buy
22,347
+6,280
+39% +$307K ﹤0.01% 1594
2024
Q3 		$786K Buy
16,067
+2,272
+16% +$111K ﹤0.01% 1715
2024
Q2 		$636K Buy
13,795
+6,221
+82% +$276K ﹤0.01% 1766
2024
Q1 		$344K Buy
7,574
+536
+8% +$23.7K ﹤0.01% 2135
2023
Q4 		$298K Buy
7,038
+762
+12% +$31K ﹤0.01% 2095
2023
Q3 		$247K Sell
6,276
-1,229
-16% -$48.6K ﹤0.01% 2092
2023
Q2 		$290K Buy
7,505
+1,939
+35% +$75.5K ﹤0.01% 1936
2023
Q1 		$217K Buy
+5,566
New +$233K ﹤0.01% 2064
2017
Q3 		– Sell
-5
Closed – – 2216
2017
Q2 		$0 Hold
5
– – ﹤0.01% 4641
2017
Q1 		$0 Sell
5
-1,000
-100% -$42.6K ﹤0.01% 4675
2016
Q4 		$42K Sell
1,005
-245
-20% -$9.32K ﹤0.01% 2525
2016
Q3 		$43K Sell
1,250
-2,000
-62% -$65K ﹤0.01% 2478
2016
Q2 		$102K Hold
3,250
– – ﹤0.01% 1662
2016
Q1 		$105K Buy
3,250
+2,000
+160% +$63K ﹤0.01% 1593
2015
Q4 		$44K Buy
1,250
+250
+25% +$8.95K ﹤0.01% 2208
2015
Q3 		$35K Buy
+1,000
New +$37.7K ﹤0.01% 2310
2015
Q2 		– Sell
-1,000
Closed -$41K – 1441
2015
Q1 		$41K Buy
+1,000
New +$40.2K ﹤0.01% 2157
2014
Q3 		– Sell
-400
Closed -$16K – 4008
2014
Q2 		$16K Sell
400
-500
-56% -$20.5K ﹤0.01% 2611
2014
Q1 		$38K Buy
900
+500
+125% +$20.8K ﹤0.01% 1973
2013
Q4 		$17K Sell
400
-300
-43% -$12.1K ﹤0.01% 2274
2013
Q3 		$27K Buy
700
+300
+75% +$10.7K ﹤0.01% 1917
2013
Q2 		$13K Buy
+400
New +$13.3K ﹤0.01% 2144

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

Creative Planning's CNA Position: Q1 2026 in Review

Creative Planning increased its CNA Financial (CNA) stake by 65% in Q1 2026, buying an estimated $4.11M and bringing the position to 220,035 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #687.

Creative Planning first reported a position in CNA in Q2 2013 and has held it in 27 quarters since. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • Creative Planning held 220,035 shares of CNA Financial worth $10.1M as of Q1 2026.
  • Creative Planning bought 86,783 CNA Financial shares in Q1 2026, an estimated $4.11M.
  • CNA Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #687 holding.
  • Creative Planning first reported a position in CNA Financial in Q2 2013 and has held it in 27 quarters since.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.