WI
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WBI Investments’s CNA Financial CNA Stock Holding History

WBI Investments’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 		– Sell
-4,691
Closed -$215K – 306
2026
Q1 		$215K Sell
4,691
-372
-7% -$17.6K 0.06% 269
2025
Q4 		$242K Buy
+5,063
New +$233K 0.06% 280
2024
Q3 		– Sell
-8,079
Closed -$372K – 236
2024
Q2 		$372K Sell
8,079
-9,118
-53% -$404K 0.09% 137
2024
Q1 		$781K Sell
17,197
-5,034
-23% -$222K 0.16% 119
2023
Q4 		$941K Sell
22,231
-52,448
-70% -$2.14M 0.19% 115
2023
Q3 		$2.94M Buy
+74,679
New +$2.95M 0.59% 47

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

WBI Investments's CNA Position: Q2 2026 in Review

WBI Investments sold out of CNA Financial (CNA) in Q2 2026, closing a stake of 4,691 shares — an estimated $215K sold.

WBI Investments first reported a position in CNA in Q3 2023 and held it in 6 quarters. The position peaked at $2.94M in Q3 2023. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • WBI Investments reported no remaining CNA Financial position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 4,691 CNA Financial shares in Q2 2026, an estimated $215K.
  • WBI Investments first reported a position in CNA Financial in Q3 2023 and held it in 6 quarters.
  • WBI Investments's CNA Financial position peaked at $2.94M in Q3 2023.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.