Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CNO Financial Group CNO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$362K Buy
8,821
+664
+8% +$27.8K ﹤0.01% 2255
2025
Q4 		$346K Buy
8,157
+1,220
+18% +$49.7K ﹤0.01% 2167
2025
Q3 		$274K Buy
6,937
+3,751
+118% +$143K ﹤0.01% 2202
2025
Q2 		$123K Buy
3,186
+179
+6% +$6.82K ﹤0.01% 2547
2025
Q1 		$125K Buy
3,007
+653
+28% +$26.1K ﹤0.01% 2237
2024
Q4 		$88K Buy
2,354
+604
+35% +$22.4K ﹤0.01% 2372
2024
Q3 		$61K Buy
1,750
+606
+53% +$19.5K ﹤0.01% 2546
2024
Q2 		$32K Buy
1,144
+447
+64% +$12.2K ﹤0.01% 2785
2024
Q1 		$19K Buy
697
+42
+6% +$1.13K ﹤0.01% 2933
2023
Q4 		$18K Sell
655
-6
-0.9% -$151 ﹤0.01% 2827
2023
Q3 		$16K Buy
661
+111
+20% +$2.67K ﹤0.01% 2826
2023
Q2 		$13K Buy
550
+89
+19% +$1.98K ﹤0.01% 2908
2023
Q1 		$10K Buy
461
+84
+22% +$2.01K ﹤0.01% 2934
2022
Q4 		$9K Buy
377
+141
+60% +$3.04K ﹤0.01% 2836
2022
Q3 		$4K Buy
236
+8
+4% +$148 ﹤0.01% 3150
2022
Q2 		$4K Sell
228
-82
-26% -$1.75K ﹤0.01% 3060
2022
Q1 		$8K Buy
310
+283
+1,048% +$7.02K ﹤0.01% 2600
2021
Q4 		$1K Buy
+27
New +$663 ﹤0.01% 3266
2019
Q1 		– Sell
-538
Closed -$8K – 2977
2018
Q4 		$8K Hold
538
– – ﹤0.01% 1401
2018
Q3 		$11K Sell
538
-51
-9% -$1.07K ﹤0.01% 1126
2018
Q2 		$11K Buy
+589
New +$12.2K ﹤0.01% 971
2017
Q3 		– Sell
-4
Closed – – 1477
2017
Q2 		$0 Buy
+4
New +$83 ﹤0.01% 1212
2016
Q4 		– Sell
-180
Closed -$3K – 1107
2016
Q3 		$3K Buy
+180
New +$2.93K ﹤0.01% 872

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CNO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CNO Financial Group (CNO) stake by 8.1% in Q1 2026, buying an estimated $27.8K and bringing the position to 8,821 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Carson Wealth (CWM LLC) first reported a position in CNO in Q3 2016 and has held it in 23 quarters since. 361 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,821 shares of CNO Financial Group worth $362K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 664 CNO Financial Group shares in Q1 2026, an estimated $27.8K.
  • CNO Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2255 holding.
  • Carson Wealth (CWM LLC) first reported a position in CNO Financial Group in Q3 2016 and has held it in 23 quarters since.
  • 361 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.