Montgomery Financial Services’s CNA Financial CNA Stock Holding History

Montgomery Financial 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	$11.3K	Buy	+233	New	+$10.6K	0.01%	159

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Montgomery Financial Services's CNA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in CNA Financial (CNA) in Q2 2026: 233 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

289 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Montgomery Financial Services held 233 shares of CNA Financial worth $11.3K as of Q2 2026.
CNA Financial was a new Montgomery Financial Services position in Q2 2026.
CNA Financial made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #159 holding.
289 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.