Corient Private Wealth
CNO icon

Corient Private Wealth’s CNO Financial Group CNO Stock Holding History

Corient Private 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
Q1 		$1.77M Buy
42,987
+4,591
+12% +$192K ﹤0.01% 1334
2025
Q4 		$1.63M Buy
38,396
+19,211
+100% +$783K ﹤0.01% 1626
2025
Q3 		$759K Buy
19,185
+628
+3% +$24K ﹤0.01% 1562
2025
Q2 		$716K Buy
18,557
+3,233
+21% +$123K ﹤0.01% 1511
2025
Q1 		$638K Sell
15,324
-310
-2% -$12.4K ﹤0.01% 1482
2024
Q4 		$582K Buy
15,634
+400
+3% +$14.9K ﹤0.01% 1535
2024
Q3 		$535K Sell
15,234
-1,780
-10% -$57.2K ﹤0.01% 1697
2024
Q2 		$472K Hold
17,014
– – ﹤0.01% 1675
2024
Q1 		$468K Buy
17,014
+130
+0.8% +$3.51K ﹤0.01% 1665
2023
Q4 		$471K Buy
16,884
+138
+0.8% +$3.48K ﹤0.01% 1637
2023
Q3 		$397K Sell
16,746
-187
-1% -$4.5K ﹤0.01% 1612
2023
Q2 		$401K Sell
16,933
-1,071
-6% -$23.9K ﹤0.01% 1561
2023
Q1 		$400K Buy
18,004
+1,460
+9% +$34.9K ﹤0.01% 1472
2022
Q4 		$378K Buy
+16,544
New +$357K ﹤0.01% 1245

Other funds holding CNO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return