JFS Wealth Advisors’s CNA Financial CNA Stock Holding History

JFS Wealth Advisors’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	$146	Hold	3	–	–	﹤0.01%	2195
2026 Q1	$138	Sell	3 -6	-67%	-$284	﹤0.01%	1836
2025 Q4	$430	Hold	9	–	–	﹤0.01%	1821
2025 Q3	$419	Hold	9	–	–	﹤0.01%	1785
2025 Q2	$419	Hold	9	–	–	﹤0.01%	1726
2025 Q1	$458	Hold	9	–	–	﹤0.01%	1780
2024 Q4	$436	Hold	9	–	–	﹤0.01%	1797
2024 Q3	$441	Hold	9	–	–	﹤0.01%	1815
2024 Q2	$415	Hold	9	–	–	﹤0.01%	1827
2024 Q1	$409	Hold	9	–	–	﹤0.01%	1819
2023 Q4	$381	Sell	9 -9	-50%	-$366	﹤0.01%	1839
2023 Q3	$709	Sell	18 -9	-33%	-$356	﹤0.01%	1672
2023 Q2	$1.04K	Buy	27 +8	+42%	+$312	﹤0.01%	1593
2023 Q1	$742	Sell	19 -8	-30%	-$335	﹤0.01%	1657
2022 Q4	$1.14K	Buy	27 +9	+50%	+$369	﹤0.01%	1565
2022 Q3	$1K	Sell	18 -29	-62%	-$1.18K	﹤0.01%	1511
2022 Q2	$2K	Buy	47 +14	+42%	+$642	﹤0.01%	1294
2022 Q1	$2K	Buy	33 +21	+175%	+$977	﹤0.01%	1389
2021 Q4	$1K	Buy	+12	New	+$534	﹤0.01%	1298

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JFS Wealth Advisors's CNA Position: Q2 2026 in Review

JFS Wealth Advisors held its CNA Financial (CNA) position steady in Q2 2026 at 3 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

JFS Wealth Advisors first reported a position in CNA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q2 2022. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

JFS Wealth Advisors held 3 shares of CNA Financial worth $146 as of Q2 2026.
JFS Wealth Advisors left its CNA Financial share count unchanged in Q2 2026.
CNA Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2195 holding.
JFS Wealth Advisors first reported a position in CNA Financial in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's CNA Financial position peaked at $2K in Q2 2022.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.