Kestra Advisory Services’s CNA Financial CNA Stock Holding History

Kestra Advisory Services’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	$230K	Buy	5,121 +972	+23%	+$48.7K	﹤0.01%	3154
2026 Q2	$202K	Buy	+4,149	New	+$189K	﹤0.01%	3100
2026 Q1	–	Sell	-4,144	Closed	-$198K	–	3346
2025 Q4	$198K	Buy	+4,144	New	+$191K	﹤0.01%	2899
2025 Q2	–	Sell	-4,841	Closed	-$246K	–	2847
2025 Q1	$246K	Buy	4,841 +4	+0.1%	+$195	﹤0.01%	2327
2024 Q4	$234K	Buy	4,837 +1	+0%	+$49	﹤0.01%	2395
2024 Q3	$237K	Buy	4,836 +73	+2%	+$3.57K	﹤0.01%	2248
2024 Q2	$219K	Buy	+4,763	New	+$211K	﹤0.01%	2344
2023 Q1	–	Sell	-6,362	Closed	-$269K	–	2114
2022 Q4	$269K	Buy	6,362 +497	+8%	+$20.4K	﹤0.01%	1817
2022 Q3	$216K	Buy	+5,865	New	+$239K	﹤0.01%	1821

Other funds holding CNA

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

Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 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

Patrick Mauro Investment Advisor Oak Brook, Illinois $200M AUM 7.63% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's CNA Position: Q3 2026 in Review

Kestra Advisory Services increased its CNA Financial (CNA) stake by 23% in Q3 2026, buying an estimated $48.7K and bringing the position to 5,121 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Kestra Advisory Services first reported a position in CNA in Q3 2022 and has held it in 9 quarters since. The position peaked at $269K in Q4 2022. 147 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Kestra Advisory Services held 5,121 shares of CNA Financial worth $230K as of Q3 2026.
Kestra Advisory Services bought 972 CNA Financial shares in Q3 2026, an estimated $48.7K.
CNA Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3154 holding.
Kestra Advisory Services first reported a position in CNA Financial in Q3 2022 and has held it in 9 quarters since.
Kestra Advisory Services's CNA Financial position peaked at $269K in Q4 2022.
147 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.