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

Physician 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	$15.9K	Buy	312 +92	+42%	+$4.27K	﹤0.01%	744
2026 Q1	$9.03K	Hold	220	–	–	﹤0.01%	827
2025 Q4	$9.34K	Buy	220 +59	+37%	+$2.4K	﹤0.01%	795
2025 Q3	$6.37K	Buy	161 +67	+71%	+$2.56K	﹤0.01%	870
2025 Q2	$3.63K	Buy	+94	New	+$3.58K	﹤0.01%	878

Other funds holding CNO

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

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

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

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

Physician Wealth Advisors increased its CNO Financial Group (CNO) stake by 42% in Q2 2026, buying an estimated $4.27K and bringing the position to 312 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Physician Wealth Advisors first reported a position in CNO in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

Physician Wealth Advisors held 312 shares of CNO Financial Group worth $15.9K as of Q2 2026.
Physician Wealth Advisors bought 92 CNO Financial Group shares in Q2 2026, an estimated $4.27K.
CNO Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #744 holding.
Physician Wealth Advisors first reported a position in CNO Financial Group in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.