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Tompkins Financial’s CNA Financial CNA Stock Holding History

Tompkins Financial’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 		$26.9K Hold
600
– – ﹤0.01% 387
2026
Q2 		$29.2K Hold
600
– – ﹤0.01% 375
2026
Q1 		$27.6K Hold
600
– – ﹤0.01% 365
2025
Q4 		$28.6K Hold
600
– – ﹤0.01% 348
2025
Q3 		$27.9K Hold
600
– – ﹤0.01% 364
2025
Q2 		$27.9K Hold
600
– – ﹤0.01% 356
2025
Q1 		$30.5K Hold
600
– – ﹤0.01% 369
2024
Q4 		$29K Hold
600
– – ﹤0.01% 364
2024
Q3 		$29.4K Hold
600
– – ﹤0.01% 382
2024
Q2 		$27.6K Hold
600
– – ﹤0.01% 400
2024
Q1 		$27.3K Hold
600
– – ﹤0.01% 410
2023
Q4 		$25.4K Hold
600
– – ﹤0.01% 408
2023
Q3 		$23.6K Hold
600
– – ﹤0.01% 392
2023
Q2 		$23.2K Hold
600
– – ﹤0.01% 401
2023
Q1 		$23.4K Hold
600
– – ﹤0.01% 407
2022
Q4 		$25K Hold
600
– – ﹤0.01% 401
2022
Q3 		$22K Hold
600
– – ﹤0.01% 407
2022
Q2 		$27K Hold
600
– – ﹤0.01% 389
2022
Q1 		$29K Buy
+600
New +$27.9K ﹤0.01% 399

Other funds holding CNA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Tompkins Financial's CNA Position: Q3 2026 in Review

Tompkins Financial held its CNA Financial (CNA) position steady in Q3 2026 at 600 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Tompkins Financial first reported a position in CNA in Q1 2022 and has held it in 19 quarters since. The position peaked at $30.5K in Q1 2025. 12 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Tompkins Financial held 600 shares of CNA Financial worth $26.9K as of Q3 2026.
  • Tompkins Financial left its CNA Financial share count unchanged in Q3 2026.
  • CNA Financial made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #387 holding.
  • Tompkins Financial first reported a position in CNA Financial in Q1 2022 and has held it in 19 quarters since.
  • Tompkins Financial's CNA Financial position peaked at $30.5K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.