Impact Partnership Wealth’s CNA Financial CNA Stock Holding History

Impact Partnership Wealth’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	–	Sell	-8,408	Closed	-$409K	–	485
2026 Q2	$409K	Buy	8,408 +3,540	+73%	+$161K	0.04%	291
2026 Q1	$224K	Buy	+4,868	New	+$231K	0.03%	324
2025 Q4	–	Sell	-7,042	Closed	-$327K	–	386
2025 Q3	$327K	Sell	7,042 -373	-5%	-$17.3K	0.05%	225
2025 Q2	$345K	Sell	7,415 -1,469	-17%	-$69.7K	0.06%	197
2025 Q1	$451K	Sell	8,884 -7,800	-47%	-$380K	0.1%	131
2024 Q4	$807K	Buy	16,684 +8,119	+95%	+$397K	0.16%	74
2024 Q3	$419K	Sell	8,565 -230	-3%	-$11.3K	0.09%	131
2024 Q2	$405K	Buy	8,795 +760	+9%	+$33.7K	0.11%	130
2024 Q1	$365K	Sell	8,035 -1,922	-19%	-$84.8K	0.14%	102
2023 Q4	$421K	Buy	9,957 +1,765	+22%	+$71.9K	0.15%	98
2023 Q3	$322K	Buy	+8,192	New	+$324K	0.1%	118

Other funds holding CNA

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Impact Partnership Wealth's CNA Position: Q3 2026 in Review

Impact Partnership Wealth sold out of CNA Financial (CNA) in Q3 2026, closing a stake of 8,408 shares — an estimated $409K sold.

Impact Partnership Wealth first reported a position in CNA in Q3 2023 and held it in 11 quarters. The position peaked at $807K in Q4 2024. 213 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Impact Partnership Wealth reported no remaining CNA Financial position as of Q3 2026 after selling out during the quarter.
Impact Partnership Wealth sold 8,408 CNA Financial shares in Q3 2026, an estimated $409K.
Impact Partnership Wealth first reported a position in CNA Financial in Q3 2023 and held it in 11 quarters.
Impact Partnership Wealth's CNA Financial position peaked at $807K in Q4 2024.
213 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.