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Lloyd Advisory Services’s CNA Financial CNA Stock Holding History

Lloyd 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
Q2 		$55.5K Sell
1,142
-12,394
-92% -$564K 0.02% 227
2026
Q1 		$622K Buy
13,536
+13,012
+2,483% +$616K 0.18% 64
2025
Q4 		$25K Buy
+524
New +$24.1K 0.01% 307

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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

Lloyd Advisory Services's CNA Position: Q2 2026 in Review

Lloyd Advisory Services reduced its CNA Financial (CNA) stake by 92% in Q2 2026, selling an estimated $564K and leaving 1,142 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #227.

Lloyd Advisory Services first reported a position in CNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $622K in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Lloyd Advisory Services held 1,142 shares of CNA Financial worth $55.5K as of Q2 2026.
  • Lloyd Advisory Services sold 12,394 CNA Financial shares in Q2 2026, an estimated $564K.
  • CNA Financial made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #227 holding.
  • Lloyd Advisory Services first reported a position in CNA Financial in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's CNA Financial position peaked at $622K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.