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

JFS 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 		$4.74K Hold
93
– – ﹤0.01% 1292
2026
Q1 		$3.82K Hold
93
– – ﹤0.01% 1285
2025
Q4 		$3.95K Hold
93
– – ﹤0.01% 1328
2025
Q3 		$3.68K Sell
93
-8
-8% -$306 ﹤0.01% 1234
2025
Q2 		$3.9K Buy
101
+17
+20% +$648 ﹤0.01% 1174
2025
Q1 		$3.5K Hold
84
– – ﹤0.01% 1270
2024
Q4 		$3.13K Buy
84
+18
+27% +$668 ﹤0.01% 1305
2024
Q3 		$2.32K Buy
66
+3
+5% +$96 ﹤0.01% 1421
2024
Q2 		$1.75K Hold
63
– – ﹤0.01% 1490
2024
Q1 		$1.73K Hold
63
– – ﹤0.01% 1498
2023
Q4 		$1.76K Buy
63
+15
+31% +$378 ﹤0.01% 1486
2023
Q3 		$1.14K Buy
48
+22
+85% +$529 ﹤0.01% 1561
2023
Q2 		$616 Buy
+26
New +$579 ﹤0.01% 1719

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

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

JFS Wealth Advisors held its CNO Financial Group (CNO) position steady in Q2 2026 at 93 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

JFS Wealth Advisors first reported a position in CNO in Q2 2023 and has held it in 13 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • JFS Wealth Advisors held 93 shares of CNO Financial Group worth $4.74K as of Q2 2026.
  • JFS Wealth Advisors left its CNO Financial Group share count unchanged in Q2 2026.
  • CNO Financial Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1292 holding.
  • JFS Wealth Advisors first reported a position in CNO Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.