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Avion Wealth’s CNO Financial Group CNO Stock Holding History

Avion Wealth’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7K Buy
151
+44
+41% +$2.04K ﹤0.01% 687
2026
Q1 		$4K Buy
107
+48
+81% +$2.01K ﹤0.01% 700
2025
Q4 		$2K Buy
59
+11
+23% +$448 ﹤0.01% 850
2025
Q3 		$1K Sell
48
-52
-52% -$1.99K ﹤0.01% 973
2025
Q2 		$3K Buy
100
+65
+186% +$2.48K ﹤0.01% 709
2025
Q1 		$1K Hold
35
– – ﹤0.01% 831
2024
Q4 		$1K Hold
35
– – ﹤0.01% 828
2024
Q3 		$1K Sell
35
-3
-8% -$96 ﹤0.01% 780
2024
Q2 		$1K Buy
38
+19
+100% +$519 ﹤0.01% 702
2024
Q1 		$1K Buy
+19
New +$513 ﹤0.01% 888
2023
Q4 		– Sell
-21
Closed – – 1112
2023
Q3 		$0 Buy
+21
New +$505 ﹤0.01% 852
2022
Q2 		– Sell
-49
Closed -$1K – 524
2022
Q1 		$1K Buy
49
+1
+2% +$25 ﹤0.01% 354
2021
Q4 		$1K Hold
48
– – ﹤0.01% 360
2021
Q3 		$1K Hold
48
– – ﹤0.01% 338
2021
Q2 		$1K Buy
48
+1
+2% +$26 ﹤0.01% 324
2021
Q1 		$1K Hold
47
– – ﹤0.01% 312
2020
Q4 		$1K Buy
+47
New +$958 ﹤0.01% 316

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avion Wealth's CNO Position: Q2 2026 in Review

Avion Wealth increased its CNO Financial Group (CNO) stake by 41% in Q2 2026, buying an estimated $2.04K and bringing the position to 151 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Avion Wealth first reported a position in CNO in Q4 2020 and has held it in 17 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Avion Wealth held 151 shares of CNO Financial Group worth $7K as of Q2 2026.
  • Avion Wealth bought 44 CNO Financial Group shares in Q2 2026, an estimated $2.04K.
  • CNO Financial Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #687 holding.
  • Avion Wealth first reported a position in CNO Financial Group in Q4 2020 and has held it in 17 quarters since.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.