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 Q3	$32.8K	Buy	730 +51	+8%	+$2.56K	0.01%	667
2026 Q2	$33K	Buy	679 +210	+45%	+$9.6K	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

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

True Wealth Design's CNA Position: Q3 2026 in Review

True Wealth Design increased its CNA Financial (CNA) stake by 7.5% in Q3 2026, buying an estimated $2.56K and bringing the position to 730 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #667.

True Wealth Design first reported a position in CNA in Q3 2024 and has held it in 9 quarters since. The position peaked at $66.4K in Q1 2025. 82 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

True Wealth Design held 730 shares of CNA Financial worth $32.8K as of Q3 2026.
True Wealth Design bought 51 CNA Financial shares in Q3 2026, an estimated $2.56K.
CNA Financial made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #667 holding.
True Wealth Design first reported a position in CNA Financial in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's CNA Financial position peaked at $66.4K in Q1 2025.
82 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.