Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s CNA Financial CNA Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.7M Buy
254,868
+238,529
+1,460% +$10.9M 0.02% 574
2026
Q1 		$756K Sell
16,339
-119
-0.7% -$5.63K ﹤0.01% 1998
2025
Q4 		$767K Buy
16,458
+2,622
+19% +$121K ﹤0.01% 2138
2025
Q3 		$649K Sell
13,836
-13,009
-48% -$603K ﹤0.01% 2147
2025
Q2 		$1.23M Sell
26,845
-1,089
-4% -$51.7K ﹤0.01% 1633
2025
Q1 		$1.42M Buy
27,934
+7,665
+38% +$374K ﹤0.01% 1420
2024
Q4 		$980K Buy
20,269
+10,269
+103% +$502K ﹤0.01% 1554
2024
Q3 		$489K Buy
10,000
+4,063
+68% +$199K ﹤0.01% 1847
2024
Q2 		$273K Buy
+5,937
New +$263K ﹤0.01% 2045
2022
Q2 		– Sell
-32,590
Closed -$1.57M – 336
2022
Q1 		$1.57M Buy
32,590
+1,486
+5% +$69.1K 0.02% 203
2021
Q4 		$1.43M Buy
+31,104
New +$1.38M 0.02% 187
2019
Q4 		– Sell
-24,319
Closed -$1.15M – 213
2019
Q3 		$1.15M Sell
24,319
-18,508
-43% -$887K 0.05% 139
2019
Q2 		$2.05M Buy
+42,827
New +$1.95M 0.09% 94
2019
Q1 		– Sell
-20,617
Closed -$947K – 187
2018
Q4 		$947K Buy
+20,617
New +$929K 0.06% 127
2017
Q4 		– Sell
-16,604
Closed -$838K – 145
2017
Q3 		$838K Buy
+16,604
New +$830K 0.07% 129
2016
Q4 		– Sell
-38,077
Closed -$1.32M – 146
2016
Q3 		$1.32M Buy
+38,077
New +$1.24M 0.2% 71

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

Wealth Enhancement Advisory Services's CNA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CNA Financial (CNA) stake by 1,460% in Q2 2026, buying an estimated $10.9M and bringing the position to 254,868 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #574.

Wealth Enhancement Advisory Services first reported a position in CNA in Q3 2016 and has held it in 16 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 254,868 shares of CNA Financial worth $12.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 238,529 CNA Financial shares in Q2 2026, an estimated $10.9M.
  • CNA Financial made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #574 holding.
  • Wealth Enhancement Advisory Services first reported a position in CNA Financial in Q3 2016 and has held it in 16 quarters since.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.