Mather Group’s CNO Financial Group CNO Stock Holding History

Mather Group’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	$25.7K	Buy	487 +120	+33%	+$6.5K	﹤0.01%	1366
2026 Q2	$18.7K	Hold	367	–	–	﹤0.01%	1347
2026 Q1	$15K	Buy	+367	New	+$15.3K	﹤0.01%	1350
2025 Q4	–	Sell	-367	Closed	-$14.5K	–	837
2025 Q3	$14.5K	Buy	+367	New	+$14K	﹤0.01%	1187
2025 Q2	–	Sell	-367	Closed	-$15.3K	–	825
2025 Q1	$15.3K	Hold	367	–	–	﹤0.01%	1152
2024 Q4	$13.6K	Sell	367 -19	-5%	-$706	﹤0.01%	1169
2024 Q3	$13.5K	Buy	386 +142	+58%	+$4.57K	﹤0.01%	1127
2024 Q2	$6.69K	Hold	244	–	–	﹤0.01%	1543
2024 Q1	$6.79K	Buy	+244	New	+$6.59K	﹤0.01%	1289

Other funds holding CNO

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

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Mather Group's CNO Position: Q3 2026 in Review

Mather Group increased its CNO Financial Group (CNO) stake by 33% in Q3 2026, buying an estimated $6.5K and bringing the position to 487 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Mather Group first reported a position in CNO in Q1 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

Mather Group held 487 shares of CNO Financial Group worth $25.7K as of Q3 2026.
Mather Group bought 120 CNO Financial Group shares in Q3 2026, an estimated $6.5K.
CNO Financial Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1366 holding.
Mather Group first reported a position in CNO Financial Group in Q1 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.