James T. Borello
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James T. Borello’s CNA Financial CNA Stock Holding History

James T. Borello’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 		$6.46K Sell
144
-4
-3% -$200 ﹤0.01% 717
2026
Q2 		$7.19K Buy
+148
New +$6.74K ﹤0.01% 687
2025
Q4 		– Sell
-40
Closed -$1.86K – 1129
2025
Q3 		$1.86K Buy
+40
New +$1.86K ﹤0.01% 738

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

James T. Borello's CNA Position: Q3 2026 in Review

James T. Borello reduced its CNA Financial (CNA) stake by 2.7% in Q3 2026, selling an estimated $200 and leaving 144 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

James T. Borello first reported a position in CNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.19K in Q2 2026. 76 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • James T. Borello held 144 shares of CNA Financial worth $6.46K as of Q3 2026.
  • James T. Borello sold 4 CNA Financial shares in Q3 2026, an estimated $200.
  • CNA Financial made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #717 holding.
  • James T. Borello first reported a position in CNA Financial in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello's CNA Financial position peaked at $7.19K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.