Root Financial Partners
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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
Q3 		$4.62K Buy
+103
New +$5.16K ﹤0.01% 2262
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

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Root Financial Partners's CNA Position: Q3 2026 in Review

Root Financial Partners opened a new position in CNA Financial (CNA) in Q3 2026: 103 shares worth $4.62K. The stake represents ﹤0.01% of the portfolio and ranks #2262 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CNA as recently as Q1 2026.

Root Financial Partners first reported a position in CNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.76K in Q1 2026. 254 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Root Financial Partners held 103 shares of CNA Financial worth $4.62K as of Q3 2026.
  • CNA Financial was a new Root Financial Partners position in Q3 2026.
  • CNA Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2262 holding.
  • Root Financial Partners first reported a position in CNA Financial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's CNA Financial position peaked at $7.76K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.