LPL Financial
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LPL Financial’s CNA Financial CNA Stock Holding History

LPL Financial’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 		$495K Buy
10,192
+405
+4% +$18.4K ﹤0.01% 5032
2026
Q1 		$449K Sell
9,787
-1,062
-10% -$50.3K ﹤0.01% 4860
2025
Q4 		$518K Buy
10,849
+1,930
+22% +$88.9K ﹤0.01% 4680
2025
Q3 		$414K Buy
8,919
+335
+4% +$15.5K ﹤0.01% 4786
2025
Q2 		$399K Sell
8,584
-15,664
-65% -$743K ﹤0.01% 4556
2025
Q1 		$1.23M Sell
24,248
-639
-3% -$31.2K ﹤0.01% 3373
2024
Q4 		$1.2M Sell
24,887
-45
-0.2% -$2.2K ﹤0.01% 3338
2024
Q3 		$1.22M Buy
24,932
+8,203
+49% +$401K ﹤0.01% 3200
2024
Q2 		$771K Buy
16,729
+6,221
+59% +$276K ﹤0.01% 3495
2024
Q1 		$477K Sell
10,508
-925
-8% -$40.8K ﹤0.01% 3822
2023
Q4 		$484K Buy
11,433
+450
+4% +$18.3K ﹤0.01% 3692
2023
Q3 		$432K Buy
10,983
+619
+6% +$24.5K ﹤0.01% 3606
2023
Q2 		$400K Buy
10,364
+480
+5% +$18.7K ﹤0.01% 3630
2023
Q1 		$386K Sell
9,884
-125
-1% -$5.24K ﹤0.01% 3543
2022
Q4 		$423K Sell
10,009
-281
-3% -$11.5K ﹤0.01% 3404
2022
Q3 		$380K Sell
10,290
-6,877
-40% -$280K ﹤0.01% 3389
2022
Q2 		$771K Sell
17,167
-380
-2% -$17.4K ﹤0.01% 2812
2022
Q1 		$853K Buy
17,547
+70
+0.4% +$3.26K ﹤0.01% 2741
2021
Q4 		$770K Buy
17,477
+12,485
+250% +$555K ﹤0.01% 2886
2021
Q3 		$209K Buy
4,992
+533
+12% +$23.3K ﹤0.01% 3949
2021
Q2 		$203K Buy
+4,459
New +$209K ﹤0.01% 3894
2020
Q4 		– Sell
-12,428
Closed -$373K – 3815
2020
Q3 		$373K Buy
12,428
+169
+1% +$5.45K ﹤0.01% 2727
2020
Q2 		$394K Buy
+12,259
New +$377K ﹤0.01% 2609

Other funds holding CNA

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

LPL Financial's CNA Position: Q2 2026 in Review

LPL Financial increased its CNA Financial (CNA) stake by 4.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 10,192 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #5032.

LPL Financial first reported a position in CNA in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q1 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • LPL Financial held 10,192 shares of CNA Financial worth $495K as of Q2 2026.
  • LPL Financial bought 405 CNA Financial shares in Q2 2026, an estimated $18.4K.
  • CNA Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5032 holding.
  • LPL Financial first reported a position in CNA Financial in Q2 2020 and has held it in 23 quarters since.
  • LPL Financial's CNA Financial position peaked at $1.23M in Q1 2025.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.