EP Wealth Advisors’s CNA Financial CNA Stock Holding History

EP Wealth Advisors’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	$391K	Buy	+8,049	New	+$366K	﹤0.01%	1146

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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 $1.63B AUM 41.45% 1-Year Est. Return

EP Wealth Advisors's CNA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in CNA Financial (CNA) in Q2 2026: 8,049 shares worth $391K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

310 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

EP Wealth Advisors held 8,049 shares of CNA Financial worth $391K as of Q2 2026.
CNA Financial was a new EP Wealth Advisors position in Q2 2026.
CNA Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1146 holding.
310 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.