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Integrated Wealth Concepts’s CNA Financial CNA Stock Holding History

Integrated Wealth Concepts’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 		$139K Sell
2,858
-1,533
-35% -$69.8K ﹤0.01% 2575
2026
Q1 		$202K Buy
+4,391
New +$208K ﹤0.01% 2111

Other funds holding CNA

LC
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
QCM
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
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

Integrated Wealth Concepts's CNA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CNA Financial (CNA) stake by 35% in Q2 2026, selling an estimated $69.8K and leaving 2,858 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Integrated Wealth Concepts first reported a position in CNA in Q1 2026 and has held it in 2 quarters since. The position peaked at $202K in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Integrated Wealth Concepts held 2,858 shares of CNA Financial worth $139K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,533 CNA Financial shares in Q2 2026, an estimated $69.8K.
  • CNA Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2575 holding.
  • Integrated Wealth Concepts first reported a position in CNA Financial in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's CNA Financial position peaked at $202K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.