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United Capital Financial Advisors’s CNO Financial Group CNO Stock Holding History

United Capital Financial 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 		$236K Buy
5,751
+117
+2% +$4.89K ﹤0.01% 1478
2025
Q4 		$239K Buy
+5,634
New +$230K ﹤0.01% 1261

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

United Capital Financial Advisors's CNO Position: Q1 2026 in Review

United Capital Financial Advisors increased its CNO Financial Group (CNO) stake by 2.1% in Q1 2026, buying an estimated $4.89K and bringing the position to 5,751 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

United Capital Financial Advisors first reported a position in CNO in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 361 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • United Capital Financial Advisors held 5,751 shares of CNO Financial Group worth $236K as of Q1 2026.
  • United Capital Financial Advisors bought 117 CNO Financial Group shares in Q1 2026, an estimated $4.89K.
  • CNO Financial Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1478 holding.
  • United Capital Financial Advisors first reported a position in CNO Financial Group in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's CNO Financial Group position peaked at $239K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.