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True Wealth Design’s CNA Financial CNA Stock Holding History

True Wealth Design’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 		$33K Buy
679
+210
+45% +$9.56K 0.01% 639
2026
Q1 		$21.5K Buy
469
+241
+106% +$11.4K 0.01% 688
2025
Q4 		$10.9K Sell
228
-268
-54% -$12.4K ﹤0.01% 827
2025
Q3 		$23K Sell
496
-312
-39% -$14.5K 0.01% 555
2025
Q2 		$37.6K Sell
808
-499
-38% -$23.7K 0.01% 250
2025
Q1 		$66.4K Buy
1,307
+141
+12% +$6.88K 0.03% 151
2024
Q4 		$56.4K Buy
1,166
+439
+60% +$21.4K 0.02% 144
2024
Q3 		$35.6K Buy
+727
New +$35.6K 0.01% 209

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

True Wealth Design's CNA Position: Q2 2026 in Review

True Wealth Design increased its CNA Financial (CNA) stake by 45% in Q2 2026, buying an estimated $9.56K and bringing the position to 679 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #639.

True Wealth Design first reported a position in CNA in Q3 2024 and has held it in 8 quarters since. The position peaked at $66.4K in Q1 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • True Wealth Design held 679 shares of CNA Financial worth $33K as of Q2 2026.
  • True Wealth Design bought 210 CNA Financial shares in Q2 2026, an estimated $9.56K.
  • CNA Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #639 holding.
  • True Wealth Design first reported a position in CNA Financial in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's CNA Financial position peaked at $66.4K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.