NCM
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Nearwater Capital Markets’s CNO Financial Group CNO Stock Holding History

Nearwater Capital Markets’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 		– Sell
-53,800
Closed -$2.28M – 92
2025
Q4 		$2.28M Sell
53,800
-5,500
-9% -$224K 0.04% 100
2025
Q3 		$2.35M Buy
+59,300
New +$2.27M 0.03% 140

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nearwater Capital Markets's CNO Position: Q1 2026 in Review

Nearwater Capital Markets sold out of CNO Financial Group (CNO) in Q1 2026, closing a stake of 53,800 shares — an estimated $2.28M sold.

Nearwater Capital Markets first reported a position in CNO in Q3 2025 and held it in 2 quarters. The position peaked at $2.35M in Q3 2025. 361 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • Nearwater Capital Markets reported no remaining CNO Financial Group position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 53,800 CNO Financial Group shares in Q1 2026, an estimated $2.28M.
  • Nearwater Capital Markets first reported a position in CNO Financial Group in Q3 2025 and held it in 2 quarters.
  • Nearwater Capital Markets's CNO Financial Group position peaked at $2.35M in Q3 2025.
  • 361 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.