Private Wealth Management Group’s CNO Financial Group CNO Stock Holding History

Private Wealth Management 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 Q2	$9.69K	Hold	190	–	–	﹤0.01%	590
2026 Q1	$7.8K	Hold	190	–	–	﹤0.01%	609
2025 Q4	$8.07K	Hold	190	–	–	﹤0.01%	590
2025 Q3	$7.51K	Hold	190	–	–	﹤0.01%	628
2025 Q2	$7.33K	Hold	190	–	–	﹤0.01%	602
2025 Q1	$7.91K	Hold	190	–	–	﹤0.01%	554
2024 Q4	$7.07K	Hold	190	–	–	﹤0.01%	607
2024 Q3	$6.67K	Hold	190	–	–	﹤0.01%	608
2024 Q2	$5.27K	Hold	190	–	–	﹤0.01%	688
2024 Q1	$5.22K	Hold	190	–	–	﹤0.01%	611
2023 Q4	$5.3K	Buy	+190	New	+$4.79K	﹤0.01%	611

Other funds holding CNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Wealth Management Group's CNO Position: Q2 2026 in Review

Private Wealth Management Group held its CNO Financial Group (CNO) position steady in Q2 2026 at 190 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Private Wealth Management Group first reported a position in CNO in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

Private Wealth Management Group held 190 shares of CNO Financial Group worth $9.69K as of Q2 2026.
Private Wealth Management Group left its CNO Financial Group share count unchanged in Q2 2026.
CNO Financial Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #590 holding.
Private Wealth Management Group first reported a position in CNO Financial Group in Q4 2023 and has held it in 11 quarters since.
383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.