EWA
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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
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

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return