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Essential Partners’s CNO Financial Group CNO Stock Holding History

Essential Partners’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
Q3 		$25.9K Hold
490
– – 0.01% 826
2026
Q2 		$25K Buy
490
+211
+76% +$9.8K 0.01% 825
2026
Q1 		$11.5K Hold
279
– – ﹤0.01% 1186
2025
Q4 		$11.8K Buy
279
+1
+0.4% +$41 ﹤0.01% 1102
2025
Q3 		$11K Buy
+278
New +$10.6K ﹤0.01% 1121

Other funds holding CNO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's CNO Position: Q3 2026 in Review

Essential Partners held its CNO Financial Group (CNO) position steady in Q3 2026 at 490 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #826.

Essential Partners first reported a position in CNO in Q3 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

  • Essential Partners held 490 shares of CNO Financial Group worth $25.9K as of Q3 2026.
  • Essential Partners left its CNO Financial Group share count unchanged in Q3 2026.
  • CNO Financial Group made up 0.01% of Essential Partners's portfolio in Q3 2026, its #826 holding.
  • Essential Partners first reported a position in CNO Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.