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Everhart Financial Group’s CNO Financial Group CNO Stock Holding History

Everhart Financial Group’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 		$1.11M Sell
21,807
-1,627
-7% -$75.6K 0.07% 149
2026
Q1 		$962K Buy
23,434
+607
+3% +$25.4K 0.08% 180
2025
Q4 		$969K Buy
22,827
+1,735
+8% +$70.7K 0.09% 160
2025
Q3 		$834K Buy
21,092
+1,032
+5% +$39.4K 0.08% 174
2025
Q2 		$774K Buy
20,060
+852
+4% +$32.5K 0.09% 158
2025
Q1 		$800K Buy
19,208
+1,340
+7% +$53.5K 0.11% 138
2024
Q4 		$665K Buy
17,868
+233
+1% +$8.65K 0.14% 151
2024
Q3 		$619K Buy
17,635
+2,154
+14% +$69.3K 0.14% 165
2024
Q2 		$429K Buy
15,481
+1,337
+9% +$36.5K 0.11% 179
2024
Q1 		$389K Buy
14,144
+2,270
+19% +$61.3K 0.11% 184
2023
Q4 		$331K Buy
11,874
+963
+9% +$24.3K 0.12% 166
2023
Q3 		$259K Buy
10,911
+1,225
+13% +$29.5K 0.11% 173
2023
Q2 		$229K Buy
+9,686
New +$216K 0.09% 190

Other funds holding CNO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Everhart Financial Group's CNO Position: Q2 2026 in Review

Everhart Financial Group reduced its CNO Financial Group (CNO) stake by 6.9% in Q2 2026, selling an estimated $75.6K and leaving 21,807 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #149.

Everhart Financial Group first reported a position in CNO in Q2 2023 and has held it in 13 quarters since. 38 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Everhart Financial Group held 21,807 shares of CNO Financial Group worth $1.11M as of Q2 2026.
  • Everhart Financial Group sold 1,627 CNO Financial Group shares in Q2 2026, an estimated $75.6K.
  • CNO Financial Group made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #149 holding.
  • Everhart Financial Group first reported a position in CNO Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 38 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.