BPI
CNA icon

BFC Planning, Inc.’s CNA Financial CNA Stock Holding History

BFC Planning, Inc.’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 		$36.9K Hold
759
– – ﹤0.01% 1708
2026
Q1 		$34.9K Hold
759
– – ﹤0.01% 1485
2025
Q4 		$36.2K Buy
759
+500
+193% +$23K ﹤0.01% 1498
2025
Q3 		$12K Hold
259
– – ﹤0.01% 1821
2025
Q2 		$12.1K Hold
259
– – ﹤0.01% 1717
2025
Q1 		$13.2K Hold
259
– – ﹤0.01% 1645
2024
Q4 		$12.5K Buy
+259
New +$12.7K ﹤0.01% 1659

Other funds holding CNA

Loews Corp
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

BFC Planning, Inc.'s CNA Position: Q2 2026 in Review

BFC Planning, Inc. held its CNA Financial (CNA) position steady in Q2 2026 at 759 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

BFC Planning, Inc. first reported a position in CNA in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • BFC Planning, Inc. held 759 shares of CNA Financial worth $36.9K as of Q2 2026.
  • BFC Planning, Inc. left its CNA Financial share count unchanged in Q2 2026.
  • CNA Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1708 holding.
  • BFC Planning, Inc. first reported a position in CNA Financial in Q4 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.