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Retirement Wealth Solutions’s CNO Financial Group CNO Stock Holding History

Retirement Wealth Solutions’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 		$1.94K Buy
38
+18
+90% +$836 ﹤0.01% 532
2026
Q1 		$822 Buy
20
+9
+82% +$376 ﹤0.01% 666
2025
Q4 		$468 Hold
11
– – ﹤0.01% 687
2025
Q3 		$436 Buy
+11
New +$420 ﹤0.01% 707

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Retirement Wealth Solutions's CNO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its CNO Financial Group (CNO) stake by 90% in Q2 2026, buying an estimated $836 and bringing the position to 38 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Retirement Wealth Solutions first reported a position in CNO in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Retirement Wealth Solutions held 38 shares of CNO Financial Group worth $1.94K as of Q2 2026.
  • Retirement Wealth Solutions bought 18 CNO Financial Group shares in Q2 2026, an estimated $836.
  • CNO Financial Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #532 holding.
  • Retirement Wealth Solutions first reported a position in CNO Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.