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BOLTON SECURITIES CORPORATION’s CNA Financial CNA Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$145K Hold
3,233
– – 0.01% 1004
2026
Q2 		$157K Sell
3,233
-975
-23% -$44.4K 0.01% 966
2026
Q1 		$193K Buy
+4,208
New +$199K 0.01% 815
2025
Q3 		$196K Buy
+4,208
New +$195K 0.01% 753
2025
Q1 		$174K Buy
+3,427
New +$167K 0.01% 727

Other funds holding CNA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CNA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its CNA Financial (CNA) position steady in Q3 2026 at 3,233 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #1004.

BOLTON SECURITIES CORPORATION first reported a position in CNA in Q1 2025 and has held it in 5 quarters since. The position peaked at $196K in Q3 2025. 204 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,233 shares of CNA Financial worth $145K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its CNA Financial share count unchanged in Q3 2026.
  • CNA Financial made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1004 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in CNA Financial in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's CNA Financial position peaked at $196K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.