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GoalVest Advisory’s CNA Financial CNA Stock Holding History

GoalVest Advisory’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
Q3 		$6.51K Buy
+145
New +$7.27K ﹤0.01% 513
2026
Q1 		– Sell
-335
Closed -$16K – 464
2025
Q4 		$16K Buy
+335
New +$15.4K ﹤0.01% 378

Other funds holding CNA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's CNA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in CNA Financial (CNA) in Q3 2026: 145 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CNA as recently as Q4 2025.

GoalVest Advisory first reported a position in CNA in Q4 2025 and has held it in 2 quarters since. The position peaked at $16K in Q4 2025. 12 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • GoalVest Advisory held 145 shares of CNA Financial worth $6.51K as of Q3 2026.
  • CNA Financial was a new GoalVest Advisory position in Q3 2026.
  • CNA Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #513 holding.
  • GoalVest Advisory first reported a position in CNA Financial in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's CNA Financial position peaked at $16K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.