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Whipplewood Advisors’s CNO Financial Group CNO Stock Holding History

Whipplewood 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
-35
Closed -$1.44K – 717
2026
Q1 		$1.44K Buy
+35
New +$1.46K ﹤0.01% 829
2025
Q3 		– Sell
-55
Closed -$2.12K – 476
2025
Q2 		$2.12K Sell
55
-182
-77% -$6.93K ﹤0.01% 866
2025
Q1 		$2.29K Buy
237
+182
+331% +$7.27K ﹤0.01% 861
2024
Q4 		$2.05K Buy
+55
New +$2.04K ﹤0.01% 871

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

Whipplewood Advisors's CNO Position: Q2 2026 in Review

Whipplewood Advisors sold out of CNO Financial Group (CNO) in Q2 2026, closing a stake of 35 shares — an estimated $1.44K sold.

Whipplewood Advisors first reported a position in CNO in Q4 2024 and held it in 4 quarters. The position peaked at $2.29K in Q1 2025. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Whipplewood Advisors reported no remaining CNO Financial Group position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 35 CNO Financial Group shares in Q2 2026, an estimated $1.44K.
  • Whipplewood Advisors first reported a position in CNO Financial Group in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's CNO Financial Group position peaked at $2.29K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.