Fortitude Family Office’s CNO Financial Group CNO Stock Holding History

Fortitude Family Office’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	$25.6K	Buy	483 +295	+157%	+$16K	﹤0.01%	732
2026 Q2	$9.58K	Hold	188	–	–	﹤0.01%	792
2026 Q1	$7.72K	Hold	188	–	–	﹤0.01%	754
2025 Q4	$7.98K	Sell	188 -1	-0.5%	-$41	﹤0.01%	654
2025 Q3	$7.47K	Sell	189 -60	-24%	-$2.29K	﹤0.01%	664
2025 Q2	$9.61K	Buy	249 +81	+48%	+$3.09K	﹤0.01%	570
2025 Q1	$7K	Hold	168	–	–	﹤0.01%	637
2024 Q4	$6.25K	Hold	168	–	–	﹤0.01%	773
2024 Q3	$5.9K	Hold	168	–	–	﹤0.01%	734
2024 Q2	$4.66K	Hold	168	–	–	﹤0.01%	614
2024 Q1	$4.62K	Hold	168	–	–	﹤0.01%	643
2023 Q4	$4.69K	Buy	+168	New	+$4.23K	﹤0.01%	680

Other funds holding CNO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's CNO Position: Q3 2026 in Review

Fortitude Family Office increased its CNO Financial Group (CNO) stake by 157% in Q3 2026, buying an estimated $16K and bringing the position to 483 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Fortitude Family Office first reported a position in CNO in Q4 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

Fortitude Family Office held 483 shares of CNO Financial Group worth $25.6K as of Q3 2026.
Fortitude Family Office bought 295 CNO Financial Group shares in Q3 2026, an estimated $16K.
CNO Financial Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #732 holding.
Fortitude Family Office first reported a position in CNO Financial Group in Q4 2023 and has held it in 12 quarters since.
25 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.