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Planning Strategies Inc.’s CNA Financial CNA Stock Holding History

Planning Strategies Inc.’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 		$292 Buy
+6
New +$273 ﹤0.01% 949

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ECM
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Mirae Asset Global Investments
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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Planning Strategies Inc.'s CNA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CNA Financial (CNA) in Q2 2026: 6 shares worth $292. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings.

71 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Planning Strategies Inc. held 6 shares of CNA Financial worth $292 as of Q2 2026.
  • CNA Financial was a new Planning Strategies Inc. position in Q2 2026.
  • CNA Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #949 holding.
  • 71 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.