Root Financial Partners’s CNA Financial CNA Stock Holding History

Root Financial 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	–	Sell	-169	Closed	-$7.76K	–	964
2026 Q1	$7.76K	Buy	169 +152	+894%	+$7.2K	﹤0.01%	1776
2025 Q4	$812	Buy	17 +6	+55%	+$277	﹤0.01%	2140
2025 Q3	$511	Buy	+11	New	+$510	﹤0.01%	2149

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

Root Financial Partners's CNA Position: Q2 2026 in Review

Root Financial Partners sold out of CNA Financial (CNA) in Q2 2026, closing a stake of 169 shares — an estimated $7.76K sold.

Root Financial Partners first reported a position in CNA in Q3 2025 and held it in 3 quarters. The position peaked at $7.76K in Q1 2026. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Root Financial Partners reported no remaining CNA Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 169 CNA Financial shares in Q2 2026, an estimated $7.76K.
Root Financial Partners first reported a position in CNA Financial in Q3 2025 and held it in 3 quarters.
Root Financial Partners's CNA Financial position peaked at $7.76K in Q1 2026.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.