Proficio Capital Partners’s CNA Financial CNA Stock Holding History

Proficio Capital Partners’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	$316K	Buy	+6,499	New	+$296K	0.01%	475
2019 Q3	–	Sell	-508	Closed	-$24K	–	420
2019 Q2	$24K	Buy	508 +46	+10%	+$2.09K	0.01%	610
2019 Q1	$20K	Sell	462 -297	-39%	-$13.1K	0.01%	644
2018 Q4	$34K	Hold	759	–	–	0.02%	396
2018 Q3	$35K	Sell	759 -619	-45%	-$28.6K	0.01%	424
2018 Q2	$63K	Buy	1,378 +228	+20%	+$11K	0.03%	289
2018 Q1	$57K	Hold	1,150	–	–	0.02%	309
2017 Q4	$61K	Hold	1,150	–	–	0.02%	302
2017 Q3	$58K	Sell	1,150 -356	-24%	-$17.8K	0.02%	349
2017 Q2	$79K	Buy	1,506 +356	+31%	+$16.3K	0.03%	288
2017 Q1	$52K	Buy	1,150 +688	+149%	+$29.3K	0.02%	368
2016 Q4	$19K	Hold	462	–	–	0.01%	456
2016 Q3	$16K	Hold	462	–	–	0.01%	477
2016 Q2	$15K	Buy	+462	New	+$14.7K	0.01%	479

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

Proficio Capital Partners's CNA Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in CNA Financial (CNA) in Q2 2026: 6,499 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in CNA as recently as Q2 2019.

Proficio Capital Partners first reported a position in CNA in Q2 2016 and has held it in 14 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Proficio Capital Partners held 6,499 shares of CNA Financial worth $316K as of Q2 2026.
CNA Financial was a new Proficio Capital Partners position in Q2 2026.
CNA Financial made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #475 holding.
Proficio Capital Partners first reported a position in CNA Financial in Q2 2016 and has held it in 14 quarters since.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.