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Perigon Wealth Management’s CNA Financial CNA Stock Holding History

Perigon Wealth 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
2026
Q2 		$1.42M Buy
29,176
+15,995
+121% +$728K 0.02% 482
2026
Q1 		$605K Buy
13,181
+2,127
+19% +$101K 0.01% 712
2025
Q4 		$528K Sell
11,054
-1,964
-15% -$90.5K 0.01% 767
2025
Q3 		$605K Buy
13,018
+8,362
+180% +$388K 0.01% 674
2025
Q2 		$217K Buy
+4,656
New +$221K 0.01% 978

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

Perigon Wealth Management's CNA Position: Q2 2026 in Review

Perigon Wealth Management increased its CNA Financial (CNA) stake by 121% in Q2 2026, buying an estimated $728K and bringing the position to 29,176 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #482.

Perigon Wealth Management first reported a position in CNA in Q2 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Perigon Wealth Management held 29,176 shares of CNA Financial worth $1.42M as of Q2 2026.
  • Perigon Wealth Management bought 15,995 CNA Financial shares in Q2 2026, an estimated $728K.
  • CNA Financial made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Perigon Wealth Management first reported a position in CNA Financial in Q2 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.