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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Elevation Wealth Partners's CNA Position: Q2 2026 in Review

Elevation Wealth Partners reduced its CNA Financial (CNA) stake by 5.7% in Q2 2026, selling an estimated $1.05K and leaving 383 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #614.

Elevation Wealth Partners first reported a position in CNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q4 2025. 80 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Elevation Wealth Partners held 383 shares of CNA Financial worth $18.6K as of Q2 2026.
  • Elevation Wealth Partners sold 23 CNA Financial shares in Q2 2026, an estimated $1.05K.
  • CNA Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #614 holding.
  • Elevation Wealth Partners first reported a position in CNA Financial in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's CNA Financial position peaked at $52.6K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.