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Cyndeo Wealth Partners’s CNA Financial CNA Stock Holding History

Cyndeo Wealth Partners’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
2025
Q3 		– Sell
-155,909
Closed -$7.25M – 479
2025
Q2 		$7.25M Buy
155,909
+10,209
+7% +$484K 0.43% 69
2025
Q1 		$7.4M Buy
145,700
+13,441
+10% +$655K 0.49% 65
2024
Q4 		$6.4M Buy
132,259
+7,767
+6% +$379K 0.43% 75
2024
Q3 		$6.09M Buy
+124,492
New +$6.09M 0.43% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.45B AUM 22.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Cyndeo Wealth Partners's CNA Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of CNA Financial (CNA) in Q3 2025, closing a stake of 155,909 shares — an estimated $7.25M sold.

Cyndeo Wealth Partners first reported a position in CNA in Q3 2024 and held it in 4 quarters. The position peaked at $7.4M in Q1 2025. 292 funds tracked by Wall St. Rank hold CNA as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining CNA Financial position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 155,909 CNA Financial shares in Q3 2025, an estimated $7.25M.
  • Cyndeo Wealth Partners first reported a position in CNA Financial in Q3 2024 and held it in 4 quarters.
  • Cyndeo Wealth Partners's CNA Financial position peaked at $7.4M in Q1 2025.
  • 292 funds tracked by Wall St. Rank held CNA Financial as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.