Personal CFO Solutions
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Personal CFO Solutions’s CNA Financial CNA Stock Holding History

Personal CFO Solutions’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 		$18M Buy
+400,637
New +$20.1M 2.84% 5
2024
Q4 		– Sell
-178,049
Closed -$8.71M – 480
2024
Q3 		$8.71M Hold
178,049
– – 1.22% 14
2024
Q2 		$8.2M Hold
178,049
– – 1.26% 14
2024
Q1 		$8.09M Hold
178,049
– – 1.26% 14
2023
Q4 		$7.53M Sell
178,049
-2,342
-1% -$95.4K 1.3% 13
2023
Q3 		$7.1M Buy
180,391
+14,955
+9% +$591K 1.4% 13
2023
Q2 		$6.39M Hold
165,436
– – 1.3% 15
2023
Q1 		$6.46M Hold
165,436
– – 1.33% 11
2022
Q4 		$6.99M Buy
+165,436
New +$6.78M 1.48% 9
2021
Q3 		– Sell
-181,816
Closed -$8.27M – 456
2021
Q2 		$8.27M Buy
181,816
+168,019
+1,218% +$7.88M 1.69% 11
2021
Q1 		$616K Hold
13,797
– – 0.13% 141
2020
Q4 		$538K Hold
13,797
– – 0.13% 144
2020
Q3 		$0 Hold
13,797
– – ﹤0.01% 175
2020
Q2 		$444K Sell
13,797
-700
-5% -$21.6K 0.13% 145
2020
Q1 		$450K Hold
14,497
– – 0.16% 133
2019
Q4 		$650K Buy
14,497
+800
+6% +$36.1K 0.19% 113
2019
Q3 		$675K Buy
+13,697
New +$656K 0.27% 90

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Patrick Mauro Investment Advisor
Patrick Mauro Investment Advisor Oak Brook, Illinois $200M AUM 7.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Personal CFO Solutions's CNA Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in CNA Financial (CNA) in Q3 2026: 400,637 shares worth $18M. The stake represents 2.84% of the portfolio and ranks #5 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in CNA as recently as Q3 2024.

Personal CFO Solutions first reported a position in CNA in Q3 2019 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Personal CFO Solutions held 400,637 shares of CNA Financial worth $18M as of Q3 2026.
  • CNA Financial was a new Personal CFO Solutions position in Q3 2026.
  • CNA Financial made up 2.84% of Personal CFO Solutions's portfolio in Q3 2026, its #5 holding.
  • Personal CFO Solutions first reported a position in CNA Financial in Q3 2019 and has held it in 17 quarters since.
  • 147 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.