IBEX Wealth Advisors
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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
Q3 		$1.25M Buy
23,673
+3,184
+16% +$172K 0.1% 104
2026
Q2 		$1.04M Sell
20,489
-253
-1% -$11.8K 0.08% 116
2026
Q1 		$852K Sell
20,742
-231
-1% -$9.7K 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
-19,000
Closed -$527K – 122
2023
Q4 		$527K Sell
19,000
-641
-3% -$16.1K 0.11% 77
2023
Q3 		$466K Buy
+19,641
New +$472K 0.12% 82

Other funds holding CNO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

IBEX Wealth Advisors's CNO Position: Q3 2026 in Review

IBEX Wealth Advisors increased its CNO Financial Group (CNO) stake by 16% in Q3 2026, buying an estimated $172K and bringing the position to 23,673 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #104.

IBEX Wealth Advisors first reported a position in CNO in Q3 2023 and has held it in 11 quarters since. 322 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

  • IBEX Wealth Advisors held 23,673 shares of CNO Financial Group worth $1.25M as of Q3 2026.
  • IBEX Wealth Advisors bought 3,184 CNO Financial Group shares in Q3 2026, an estimated $172K.
  • CNO Financial Group made up 0.1% of IBEX Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • IBEX Wealth Advisors first reported a position in CNO Financial Group in Q3 2023 and has held it in 11 quarters since.
  • 322 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.