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EP Wealth Advisors’s CNO Financial Group CNO Stock Holding History

EP Wealth Advisors’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 		$632K Buy
12,406
+598
+5% +$27.8K ﹤0.01% 928
2026
Q1 		$485K Sell
11,808
-1,429
-11% -$59.7K ﹤0.01% 909
2025
Q4 		$562K Buy
+13,237
New +$539K ﹤0.01% 827
2025
Q2 		$470K Sell
12,171
-176
-1% -$6.71K ﹤0.01% 803
2025
Q1 		$514K Buy
12,347
+892
+8% +$35.6K ﹤0.01% 697
2024
Q4 		$426K Sell
11,455
-441
-4% -$16.4K ﹤0.01% 748
2024
Q3 		$418K Buy
+11,896
New +$383K ﹤0.01% 746

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

EP Wealth Advisors's CNO Position: Q2 2026 in Review

EP Wealth Advisors increased its CNO Financial Group (CNO) stake by 5.1% in Q2 2026, buying an estimated $27.8K and bringing the position to 12,406 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

EP Wealth Advisors first reported a position in CNO in Q3 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • EP Wealth Advisors held 12,406 shares of CNO Financial Group worth $632K as of Q2 2026.
  • EP Wealth Advisors bought 598 CNO Financial Group shares in Q2 2026, an estimated $27.8K.
  • CNO Financial Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #928 holding.
  • EP Wealth Advisors first reported a position in CNO Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.