Legacy Advisors’s CNO Financial Group CNO Stock Holding History

Legacy 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	$1.25M	Sell	24,472 -1,879	-7%	-$87.3K	0.12%	107
2026 Q1	$1.08M	Sell	26,351 -617	-2%	-$25.8K	0.13%	101
2025 Q4	$1.15M	Sell	26,968 -2,000	-7%	-$81.5K	0.12%	96
2025 Q3	$1.15M	Buy	+28,968	New	+$1.11M	0.14%	90
2025 Q2	–	Sell	-28,982	Closed	-$1.21M	–	99
2025 Q1	$1.21M	Hold	28,982	–	–	0.12%	138
2024 Q4	$1.08M	Sell	28,982 -3,300	-10%	-$123K	0.1%	151
2024 Q3	$1.13M	Hold	32,282	–	–	0.12%	136
2024 Q2	$895K	Sell	32,282 -9,404	-23%	-$257K	0.11%	142
2024 Q1	$1.15M	Hold	41,686	–	–	0.14%	125
2023 Q4	$1.16M	Buy	41,686 +14	+0%	+$353	0.15%	118
2023 Q3	$989K	Sell	41,672 -15,465	-27%	-$372K	0.16%	124
2023 Q2	$1.35M	Buy	57,137 +40,658	+247%	+$906K	0.2%	94
2023 Q1	$366K	Hold	16,479	–	–	0.07%	181
2022 Q4	$377K	Hold	16,479	–	–	0.07%	169
2022 Q3	$296K	Buy	+16,479	New	+$306K	0.07%	174
2022 Q1	–	Sell	-41,079	Closed	-$979K	–	217
2021 Q4	$979K	Hold	41,079	–	–	0.36%	39
2021 Q3	$967K	Hold	41,079	–	–	0.39%	41
2021 Q2	$970K	Sell	41,079 -2,000	-5%	-$51.1K	0.39%	43
2021 Q1	$1.05M	Hold	43,079	–	–	0.46%	37
2020 Q4	$958K	Hold	43,079	–	–	0.54%	38
2020 Q3	$691K	Hold	43,079	–	–	0.46%	41
2020 Q2	$671K	Buy	+43,079	New	+$594K	0.53%	42
2020 Q1	–	Sell	-43,079	Closed	-$781K	–	102
2019 Q4	$781K	Hold	43,079	–	–	0.5%	46
2019 Q3	$682K	Sell	43,079 -9,415	-18%	-$149K	0.51%	45
2019 Q2	$876K	Sell	52,494 -52,494	-50%	-$868K	0.59%	38
2019 Q1	$1.7M	Buy	104,988 +44,480	+74%	+$754K	0.55%	42
2018 Q4	$900K	Sell	60,508 -4,116	-6%	-$75.1K	0.68%	37
2018 Q3	$1.37M	Hold	64,624	–	–	0.68%	48
2018 Q2	$1.23M	Hold	64,624	–	–	0.92%	30
2018 Q1	$1.44M	Hold	64,624	–	–	1.06%	28
2017 Q4	$1.59M	Hold	64,624	–	–	1.55%	17
2017 Q3	$1.51M	Hold	64,624	–	–	1.68%	14
2017 Q2	$1.35M	Hold	64,624	–	–	1.72%	12
2017 Q1	$1.32M	Hold	64,624	–	–	1.79%	10
2016 Q4	$1.24M	Buy	+64,624	New	+$1.11M	1.69%	10

Other funds holding CNO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Legacy Advisors's CNO Position: Q2 2026 in Review

Legacy Advisors reduced its CNO Financial Group (CNO) stake by 7.1% in Q2 2026, selling an estimated $87.3K and leaving 24,472 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #107.

Legacy Advisors first reported a position in CNO in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.7M in Q1 2019. 68 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

Legacy Advisors held 24,472 shares of CNO Financial Group worth $1.25M as of Q2 2026.
Legacy Advisors sold 1,879 CNO Financial Group shares in Q2 2026, an estimated $87.3K.
CNO Financial Group made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #107 holding.
Legacy Advisors first reported a position in CNO Financial Group in Q4 2016 and has held it in 35 quarters since.
Legacy Advisors's CNO Financial Group position peaked at $1.7M in Q1 2019.
68 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

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