KIM
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Kestra Investment Management’s CNA Financial CNA Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-72
Closed -$3.35K – 485
2025
Q2 		$3.35K Hold
72
– – ﹤0.01% 616
2025
Q1 		$3.66K Buy
+72
New +$3.51K ﹤0.01% 714

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Kestra Investment Management's CNA Position: Q3 2025 in Review

Kestra Investment Management sold out of CNA Financial (CNA) in Q3 2025, closing a stake of 72 shares — an estimated $3.35K sold.

Kestra Investment Management first reported a position in CNA in Q1 2025 and held it in 2 quarters. The position peaked at $3.66K in Q1 2025. 292 funds tracked by Wall St. Rank hold CNA as of Q3 2025.

  • Kestra Investment Management reported no remaining CNA Financial position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 72 CNA Financial shares in Q3 2025, an estimated $3.35K.
  • Kestra Investment Management first reported a position in CNA Financial in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's CNA Financial position peaked at $3.66K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held CNA Financial as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.