NewEdge Advisors’s CNO Financial Group CNO Stock Holding History

NewEdge 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 Q1	$4.27K	Hold	104	–	–	﹤0.01%	3640
2025 Q4	$4.42K	Hold	104	–	–	﹤0.01%	3714
2025 Q3	$4.11K	Sell	104 -201	-66%	-$7.68K	﹤0.01%	3591
2025 Q2	$11.8K	Buy	305 +101	+50%	+$3.85K	﹤0.01%	3149
2025 Q1	$8.5K	Buy	204 +100	+96%	+$3.99K	﹤0.01%	3156
2024 Q4	$3.87K	Hold	104	–	–	﹤0.01%	3299
2024 Q3	$3.65K	Hold	104	–	–	﹤0.01%	3254
2024 Q2	$2.88K	Hold	104	–	–	﹤0.01%	3260
2024 Q1	$2.86K	Hold	104	–	–	﹤0.01%	3297
2023 Q4	$2.9K	Buy	+104	New	+$2.62K	﹤0.01%	3268
2022 Q4	–	Sell	-12,349	Closed	-$222K	–	4105
2022 Q3	$222K	Sell	12,349 -17,001	-58%	-$315K	﹤0.01%	1330
2022 Q2	$531K	Sell	29,350 -33	-0.1%	-$706	0.01%	953
2022 Q1	$737K	Sell	29,383 -267	-0.9%	-$6.62K	0.01%	737
2021 Q4	$707K	Buy	+29,650	New	+$728K	0.01%	904
2021 Q3	–	Sell	-37,686	Closed	-$890K	–	1150
2021 Q2	$890K	Sell	37,686 -21,383	-36%	-$546K	0.02%	527
2021 Q1	$1.44M	Buy	+59,069	New	+$1.41M	0.04%	362

Other funds holding CNO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return