EverSource Wealth Advisors’s CNA Financial CNA Stock Holding History

EverSource 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	$36.5K	Sell	751 -611	-45%	-$27.8K	﹤0.01%	1992
2026 Q1	$62.5K	Buy	1,362 +69	+5%	+$3.27K	﹤0.01%	1738
2025 Q4	$61.7K	Sell	1,293 -66	-5%	-$3.04K	﹤0.01%	1616
2025 Q3	$63.1K	Sell	1,359 -76	-5%	-$3.52K	﹤0.01%	1540
2025 Q2	$66.8K	Buy	1,435 +318	+28%	+$15.1K	﹤0.01%	1439
2025 Q1	$56.7K	Buy	1,117 +346	+45%	+$16.9K	﹤0.01%	1177
2024 Q4	$37.3K	Buy	771 +670	+663%	+$32.7K	﹤0.01%	1322
2024 Q3	$4.94K	Hold	101	–	–	﹤0.01%	2226
2024 Q2	$4.97K	Buy	101 +40	+66%	+$1.77K	﹤0.01%	2224
2024 Q1	$2.68K	Buy	+61	New	+$2.69K	﹤0.01%	2292

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

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

EverSource Wealth Advisors reduced its CNA Financial (CNA) stake by 45% in Q2 2026, selling an estimated $27.8K and leaving 751 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

EverSource Wealth Advisors first reported a position in CNA in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.8K in Q2 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

EverSource Wealth Advisors held 751 shares of CNA Financial worth $36.5K as of Q2 2026.
EverSource Wealth Advisors sold 611 CNA Financial shares in Q2 2026, an estimated $27.8K.
CNA Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1992 holding.
EverSource Wealth Advisors first reported a position in CNA Financial in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's CNA Financial position peaked at $66.8K in Q2 2025.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.