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Evergreen Capital Management’s CNO Financial Group CNO Stock Holding History

Evergreen Capital Management’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 		$417K Sell
8,180
-11
-0.1% -$511 0.01% 1014
2026
Q1 		$336K Sell
8,191
-1,326
-14% -$55.4K 0.01% 1039
2025
Q4 		$404K Buy
9,517
+4,055
+74% +$165K 0.01% 867
2025
Q3 		$216K Buy
+5,462
New +$209K 0.01% 1193

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

Evergreen Capital Management's CNO Position: Q2 2026 in Review

Evergreen Capital Management reduced its CNO Financial Group (CNO) stake by 0.13% in Q2 2026, selling an estimated $511 and leaving 8,180 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1014.

Evergreen Capital Management first reported a position in CNO in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Evergreen Capital Management held 8,180 shares of CNO Financial Group worth $417K as of Q2 2026.
  • Evergreen Capital Management sold 11 CNO Financial Group shares in Q2 2026, an estimated $511.
  • CNO Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1014 holding.
  • Evergreen Capital Management first reported a position in CNO Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.