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 Q3	$3.68K	Buy	82 +17	+26%	+$852	﹤0.01%	2356
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	+$1.7K	﹤0.01%	2502
2021 Q1	–	Sell	-27	Closed	-$1K	–	670
2020 Q4	$1K	Buy	+27	New	+$919	﹤0.01%	2084

Other funds holding CNA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's CNA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its CNA Financial (CNA) stake by 26% in Q3 2026, buying an estimated $852 and bringing the position to 82 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Pinnacle Wealth Planning Services first reported a position in CNA in Q4 2020 and has held it in 5 quarters since. The position peaked at $6.75K in Q1 2026. 76 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Pinnacle Wealth Planning Services held 82 shares of CNA Financial worth $3.68K as of Q3 2026.
Pinnacle Wealth Planning Services bought 17 CNA Financial shares in Q3 2026, an estimated $852.
CNA Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2356 holding.
Pinnacle Wealth Planning Services first reported a position in CNA Financial in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's CNA Financial position peaked at $6.75K in Q1 2026.
76 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.