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Regal Investment Advisors’s CNA Financial CNA Stock Holding History

Regal Investment 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 		$1.28M Buy
26,250
+5,967
+29% +$272K 0.07% 274
2026
Q1 		$931K Buy
20,283
+2,119
+12% +$100K 0.05% 304
2025
Q4 		$867K Buy
18,164
+1,135
+7% +$52.3K 0.05% 310
2025
Q3 		$791K Buy
17,029
+3,078
+22% +$143K 0.05% 305
2025
Q2 		$649K Buy
13,951
+1,790
+15% +$84.9K 0.05% 301
2025
Q1 		$618K Buy
12,161
+2,021
+20% +$98.5K 0.05% 287
2024
Q4 		$490K Buy
10,140
+3,339
+49% +$163K 0.04% 327
2024
Q3 		$333K Buy
+6,801
New +$333K 0.02% 428

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

Regal Investment Advisors's CNA Position: Q2 2026 in Review

Regal Investment Advisors increased its CNA Financial (CNA) stake by 29% in Q2 2026, buying an estimated $272K and bringing the position to 26,250 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #274.

Regal Investment Advisors first reported a position in CNA in Q3 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Regal Investment Advisors held 26,250 shares of CNA Financial worth $1.28M as of Q2 2026.
  • Regal Investment Advisors bought 5,967 CNA Financial shares in Q2 2026, an estimated $272K.
  • CNA Financial made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #274 holding.
  • Regal Investment Advisors first reported a position in CNA Financial in Q3 2024 and has held it in 8 quarters since.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.