SAG
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SageView Advisory Group’s CNA Financial CNA Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-45
Closed -$2.15K – 956
2025
Q4 		$2.15K Buy
+45
New +$2.07K ﹤0.01% 2220

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

SageView Advisory Group's CNA Position: Q1 2026 in Review

SageView Advisory Group sold out of CNA Financial (CNA) in Q1 2026, closing a stake of 45 shares — an estimated $2.15K sold.

SageView Advisory Group first reported a position in CNA in Q4 2025 and held it in 1 quarter. The position peaked at $2.15K in Q4 2025. 296 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • SageView Advisory Group reported no remaining CNA Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 45 CNA Financial shares in Q1 2026, an estimated $2.15K.
  • SageView Advisory Group first reported a position in CNA Financial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's CNA Financial position peaked at $2.15K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.