Physician Wealth Advisors’s CNA Financial CNA Stock Holding History

Physician Wealth Advisors’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	$1.8K	Sell	37 -2	-5%	-$91	﹤0.01%	1548
2026 Q1	$1.79K	Buy	+39	New	+$1.85K	﹤0.01%	1398
2025 Q3	–	Sell	-19	Closed	-$885	–	1932
2025 Q2	$885	Buy	+19	New	+$902	﹤0.01%	1509

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Physician Wealth Advisors's CNA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its CNA Financial (CNA) stake by 5.1% in Q2 2026, selling an estimated $91 and leaving 37 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Physician Wealth Advisors first reported a position in CNA in Q2 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Physician Wealth Advisors held 37 shares of CNA Financial worth $1.8K as of Q2 2026.
Physician Wealth Advisors sold 2 CNA Financial shares in Q2 2026, an estimated $91.
CNA Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1548 holding.
Physician Wealth Advisors first reported a position in CNA Financial in Q2 2025 and has held it in 3 quarters since.
312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.