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Elevation Wealth Partners’s CNA Financial CNA Stock Holding History

Elevation 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
2026
Q3 		$37.2K Buy
829
+446
+116% +$22.3K 0.01% 471
2026
Q2 		$18.6K Sell
383
-23
-6% -$1.05K 0.01% 614
2026
Q1 		$18.6K Sell
406
-696
-63% -$33K 0.01% 393
2025
Q4 		$52.6K Buy
+1,102
New +$50.8K 0.02% 237

Other funds holding CNA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's CNA Position: Q3 2026 in Review

Elevation Wealth Partners increased its CNA Financial (CNA) stake by 116% in Q3 2026, buying an estimated $22.3K and bringing the position to 829 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #471.

Elevation Wealth Partners first reported a position in CNA in Q4 2025 and has held it in 4 quarters since. The position peaked at $52.6K in Q4 2025. 12 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Elevation Wealth Partners held 829 shares of CNA Financial worth $37.2K as of Q3 2026.
  • Elevation Wealth Partners bought 446 CNA Financial shares in Q3 2026, an estimated $22.3K.
  • CNA Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #471 holding.
  • Elevation Wealth Partners first reported a position in CNA Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's CNA Financial position peaked at $52.6K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.