EWA
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EverSource Wealth Advisors’s CNO Financial Group CNO Stock Holding History

EverSource 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 		$53.8K Sell
1,055
-527
-33% -$24.5K ﹤0.01% 1736
2026
Q1 		$65K Buy
1,582
+46
+3% +$1.92K ﹤0.01% 1703
2025
Q4 		$65.2K Sell
1,536
-17
-1% -$693 ﹤0.01% 1569
2025
Q3 		$61.4K Buy
1,553
+377
+32% +$14.4K ﹤0.01% 1555
2025
Q2 		$45.4K Buy
1,176
+649
+123% +$24.7K ﹤0.01% 1683
2025
Q1 		$21.9K Buy
527
+58
+12% +$2.32K ﹤0.01% 1641
2024
Q4 		$17.5K Buy
469
+137
+41% +$5.09K ﹤0.01% 1701
2024
Q3 		$11.7K Hold
332
– – ﹤0.01% 1771
2024
Q2 		$11.6K Buy
332
+100
+43% +$2.73K ﹤0.01% 1772
2024
Q1 		$6.11K Sell
232
-89
-28% -$2.4K ﹤0.01% 1949
2023
Q4 		$8.96K Buy
321
+110
+52% +$2.77K ﹤0.01% 1602
2023
Q3 		$5.01K Hold
211
– – ﹤0.01% 1712
2023
Q2 		$4.99K Buy
211
+205
+3,417% +$4.57K ﹤0.01% 1734
2023
Q1 		$133 Buy
+6
New +$143 ﹤0.01% 2324
2022
Q2 		– Sell
-68
Closed -$2K – 1741
2022
Q1 		$2K Hold
68
– – ﹤0.01% 1501
2021
Q4 		$2K Buy
+68
New +$1.67K ﹤0.01% 1519

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

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

EverSource Wealth Advisors reduced its CNO Financial Group (CNO) stake by 33% in Q2 2026, selling an estimated $24.5K and leaving 1,055 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

EverSource Wealth Advisors first reported a position in CNO in Q4 2021 and has held it in 16 quarters since. The position peaked at $65.2K in Q4 2025. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • EverSource Wealth Advisors held 1,055 shares of CNO Financial Group worth $53.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 527 CNO Financial Group shares in Q2 2026, an estimated $24.5K.
  • CNO Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1736 holding.
  • EverSource Wealth Advisors first reported a position in CNO Financial Group in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's CNO Financial Group position peaked at $65.2K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.