PWPS
CNA icon

Pinnacle Wealth Planning Services’s CNA Financial CNA Stock Holding History

Pinnacle Wealth Planning 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 		$3.16K Sell
65
-82
-56% -$3.73K ﹤0.01% 2382
2026
Q1 		$6.75K Buy
147
+110
+297% +$5.21K ﹤0.01% 2161
2025
Q4 		$1.77K Buy
+37
New +$1.71K ﹤0.01% 2502
2021
Q1 		– Sell
-27
Closed -$1K – 670
2020
Q4 		$1K Buy
+27
New +$919 ﹤0.01% 2084

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

Pinnacle Wealth Planning Services's CNA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CNA Financial (CNA) stake by 56% in Q2 2026, selling an estimated $3.73K and leaving 65 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Pinnacle Wealth Planning Services first reported a position in CNA in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.75K in Q1 2026. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 65 shares of CNA Financial worth $3.16K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 82 CNA Financial shares in Q2 2026, an estimated $3.73K.
  • CNA Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2382 holding.
  • Pinnacle Wealth Planning Services first reported a position in CNA Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CNA Financial position peaked at $6.75K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.