WBI Investments’s CNA Financial CNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

WBI Investments's CNA Position: Q1 2026 in Review

WBI Investments reduced its CNA Financial (CNA) stake by 7.3% in Q1 2026, selling an estimated $17.6K and leaving 4,691 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #269.

WBI Investments first reported a position in CNA in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.94M in Q3 2023. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • WBI Investments held 4,691 shares of CNA Financial worth $215K as of Q1 2026.
  • WBI Investments sold 372 CNA Financial shares in Q1 2026, an estimated $17.6K.
  • CNA Financial made up 0.06% of WBI Investments's portfolio in Q1 2026, its #269 holding.
  • WBI Investments first reported a position in CNA Financial in Q3 2023 and has held it in 6 quarters since.
  • WBI Investments's CNA Financial position peaked at $2.94M in Q3 2023.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.