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 Q3	$928K	Sell	20,685 -8,491	-29%	-$425K	0.01%	630
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

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Perigon Wealth Management's CNA Position: Q3 2026 in Review

Perigon Wealth Management reduced its CNA Financial (CNA) stake by 29% in Q3 2026, selling an estimated $425K and leaving 20,685 shares worth $928K. The position accounts for 0.01% of the portfolio, ranked #630.

Perigon Wealth Management first reported a position in CNA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q2 2026. 90 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Perigon Wealth Management held 20,685 shares of CNA Financial worth $928K as of Q3 2026.
Perigon Wealth Management sold 8,491 CNA Financial shares in Q3 2026, an estimated $425K.
CNA Financial made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #630 holding.
Perigon Wealth Management first reported a position in CNA Financial in Q2 2025 and has held it in 6 quarters since.
Perigon Wealth Management's CNA Financial position peaked at $1.42M in Q2 2026.
90 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.