DiNuzzo Private Wealth’s CNA Financial CNA Stock Holding History

DiNuzzo Private Wealth’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	$195	Hold	4	–	–	﹤0.01%	1253
2026 Q1	$184	Hold	4	–	–	﹤0.01%	1245
2025 Q4	$191	Hold	4	–	–	﹤0.01%	1265
2025 Q3	$199	Hold	4	–	–	﹤0.01%	1264
2025 Q2	$187	Hold	4	–	–	﹤0.01%	1259
2025 Q1	$204	Hold	4	–	–	﹤0.01%	1233
2024 Q4	$194	Hold	4	–	–	﹤0.01%	1274
2024 Q3	$196	Hold	4	–	–	﹤0.01%	1299
2024 Q2	$185	Hold	4	–	–	﹤0.01%	1276
2024 Q1	$182	Hold	4	–	–	﹤0.01%	1214
2023 Q4	$170	Buy	+4	New	+$163	﹤0.01%	1245

Other funds holding CNA

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Ares Financial Consulting Calabasas, California $139M AUM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return