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IBEX Wealth Advisors’s CNO Financial Group CNO Stock Holding History

IBEX 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
Q1 		$852K Sell
20,742
-231
-1% -$9.66K 0.08% 122
2025
Q4 		$891K Sell
20,973
-600
-3% -$24.4K 0.09% 106
2025
Q3 		$853K Sell
21,573
-438
-2% -$16.7K 0.08% 130
2025
Q2 		$849K Sell
22,011
-1,507
-6% -$57.4K 0.09% 120
2025
Q1 		$980K Buy
23,518
+3,687
+19% +$147K 0.13% 104
2024
Q4 		$738K Buy
+19,831
New +$736K 0.09% 130
2024
Q3 		– Sell
-18,715
Closed -$519K – 106
2024
Q2 		$519K Buy
+18,715
New +$511K 0.08% 92
2024
Q1 		– Sell
-19
Closed -$527 – 122
2023
Q4 		$527 Sell
19
-19,622
-100% -$494K 0.11% 77
2023
Q3 		$466K Buy
+19,641
New +$472K 0.12% 82

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's CNO Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its CNO Financial Group (CNO) stake by 1.1% in Q1 2026, selling an estimated $9.66K and leaving 20,742 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #122.

IBEX Wealth Advisors first reported a position in CNO in Q3 2023 and has held it in 9 quarters since. The position peaked at $980K in Q1 2025. 361 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • IBEX Wealth Advisors held 20,742 shares of CNO Financial Group worth $852K as of Q1 2026.
  • IBEX Wealth Advisors sold 231 CNO Financial Group shares in Q1 2026, an estimated $9.66K.
  • CNO Financial Group made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • IBEX Wealth Advisors first reported a position in CNO Financial Group in Q3 2023 and has held it in 9 quarters since.
  • IBEX Wealth Advisors's CNO Financial Group position peaked at $980K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.