EverSource Wealth Advisors, LLC
Position in CNO — CNO Financial Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CNO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,780
-$11,171 QoQ
Shares Held
1,055
-33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 381 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,191,157 across 17 Insurance - Life names. CNO ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,771 | $1,145,647 | |
| 2 | MET |
Metlife Inc
|
4,500 | $380,740 | |
| 3 | GL |
Globe Life Inc.
|
2,068 | $369,507 | |
| 4 | MFC |
Manulife Financial Corp
|
8,853 | $358,631 | |
| 5 | PRU |
Prudential Financial Inc
|
3,235 | $349,149 | |
| 6 | PUK |
Prudential PLC
|
5,721 | $153,376 | |
| 7 | UNM |
Unum Group
|
1,280 | $114,426 | |
| 8 | JXN |
Jackson Financial Inc.
|
831 | $85,080 |
All Filings in CNO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,780 | 1,055 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,951 | 1,582 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $65,230 | 1,536 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,419 | 1,553 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,367 | 1,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,947 | 527 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,450 | 469 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,652 | 332 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,201 | 332 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,374 | 232 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $8,955 | 321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,006 | 211 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,994 | 211 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $133 | 6 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $1,706 | 68 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||