United Capital Financial Advisors
CNO icon

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
Q2 		– Sell
-5,751
Closed -$236K – 1651
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 $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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's CNO Position: Q2 2026 in Review

United Capital Financial Advisors sold out of CNO Financial Group (CNO) in Q2 2026, closing a stake of 5,751 shares — an estimated $236K sold.

United Capital Financial Advisors first reported a position in CNO in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • United Capital Financial Advisors reported no remaining CNO Financial Group position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,751 CNO Financial Group shares in Q2 2026, an estimated $236K.
  • United Capital Financial Advisors first reported a position in CNO Financial Group in Q4 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's CNO Financial Group position peaked at $239K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.