United Capital Financial Advisors
CNA icon

United Capital Financial Advisors’s CNA Financial CNA Stock Holding History

United Capital Financial Advisors’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 		$255K Buy
+5,240
New +$238K ﹤0.01% 1437
2015
Q2 		– Sell
-5,708
Closed -$230K – 1260
2015
Q1 		$230K Sell
5,708
-1,118
-16% -$45K ﹤0.01% 1144
2014
Q4 		$264K Buy
+6,826
New +$262K ﹤0.01% 1010

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United Capital Financial Advisors's CNA Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in CNA Financial (CNA) in Q2 2026: 5,240 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CNA as recently as Q1 2015.

United Capital Financial Advisors first reported a position in CNA in Q4 2014 and has held it in 3 quarters since. The position peaked at $264K in Q4 2014. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • United Capital Financial Advisors held 5,240 shares of CNA Financial worth $255K as of Q2 2026.
  • CNA Financial was a new United Capital Financial Advisors position in Q2 2026.
  • CNA Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1437 holding.
  • United Capital Financial Advisors first reported a position in CNA Financial in Q4 2014 and has held it in 3 quarters since.
  • United Capital Financial Advisors's CNA Financial position peaked at $264K in Q4 2014.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.