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Burney Company’s CNO Financial Group CNO Stock Holding History

Burney Company’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 		– Sell
-5,928
Closed -$252K – 590
2025
Q4 		$252K Sell
5,928
-891
-13% -$36.3K 0.01% 554
2025
Q3 		$270K Hold
6,819
– – 0.01% 517
2025
Q2 		$263K Hold
6,819
– – 0.01% 511
2025
Q1 		$284K Hold
6,819
– – 0.01% 511
2024
Q4 		$254K Hold
6,819
– – 0.01% 535
2024
Q3 		$239K Buy
+6,819
New +$219K 0.01% 562
2024
Q1 		– Sell
-7,641
Closed -$213K – 600
2023
Q4 		$213K Buy
+7,641
New +$192K 0.01% 556
2023
Q3 		– Sell
-8,793
Closed -$208K – 570
2023
Q2 		$208K Buy
+8,793
New +$196K 0.01% 545
2023
Q1 		– Sell
-8,793
Closed -$201K – 564
2022
Q4 		$201K Buy
+8,793
New +$190K 0.01% 529
2022
Q3 		– Sell
-10,833
Closed -$196K – 549
2022
Q2 		$196K Sell
10,833
-1,291
-11% -$27.6K 0.01% 530
2022
Q1 		$304K Sell
12,124
-5,950
-33% -$148K 0.01% 492
2021
Q4 		$431K Hold
18,074
– – 0.02% 434
2021
Q3 		$425K Sell
18,074
-1,245
-6% -$29.1K 0.02% 437
2021
Q2 		$456K Sell
19,319
-948
-5% -$24.2K 0.02% 438
2021
Q1 		$492K Sell
20,267
-11,102
-35% -$264K 0.02% 411
2020
Q4 		$697K Sell
31,369
-4,133
-12% -$84.2K 0.04% 329
2020
Q3 		$569K Sell
35,502
-63,129
-64% -$1.01M 0.04% 342
2020
Q2 		$1.54M Buy
+98,631
New +$1.36M 0.1% 224
2019
Q1 		– Sell
-10,375
Closed -$154K – 448
2018
Q4 		$154K Sell
10,375
-1,575
-13% -$28.7K 0.01% 426
2018
Q3 		$254K Sell
11,950
-5,125
-30% -$108K 0.02% 396
2018
Q2 		$325K Sell
17,075
-455
-3% -$9.41K 0.02% 361
2018
Q1 		$380K Buy
+17,530
New +$413K 0.02% 319

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burney Company's CNO Position: Q1 2026 in Review

Burney Company sold out of CNO Financial Group (CNO) in Q1 2026, closing a stake of 5,928 shares — an estimated $252K sold.

Burney Company first reported a position in CNO in Q1 2018 and held it in 22 quarters. The position peaked at $1.54M in Q2 2020. 362 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • Burney Company reported no remaining CNO Financial Group position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 5,928 CNO Financial Group shares in Q1 2026, an estimated $252K.
  • Burney Company first reported a position in CNO Financial Group in Q1 2018 and held it in 22 quarters.
  • Burney Company's CNO Financial Group position peaked at $1.54M in Q2 2020.
  • 362 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.