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

Evergreen 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
2025
Q4 		– Sell
-148
Closed -$5.85K – 113
2025
Q3 		$5.85K Hold
148
– – ﹤0.01% 173
2025
Q2 		$5.71K Buy
+148
New +$5.64K ﹤0.01% 179

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Private Wealth's CNO Position: Q4 2025 in Review

Evergreen Private Wealth sold out of CNO Financial Group (CNO) in Q4 2025, closing a stake of 148 shares — an estimated $5.85K sold.

Evergreen Private Wealth first reported a position in CNO in Q2 2025 and held it in 2 quarters. The position peaked at $5.85K in Q3 2025. 367 funds tracked by Wall St. Rank hold CNO as of Q4 2025.

  • Evergreen Private Wealth reported no remaining CNO Financial Group position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 148 CNO Financial Group shares in Q4 2025, an estimated $5.85K.
  • Evergreen Private Wealth first reported a position in CNO Financial Group in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's CNO Financial Group position peaked at $5.85K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.