Cerity Partners’s CNO Financial Group CNO Stock Holding History

Cerity Partners’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	$3.03M	Buy	59,505 +20,866	+54%	+$969K	﹤0.01%	1341
2026 Q1	$1.59M	Buy	38,639 +5,943	+18%	+$248K	﹤0.01%	1602
2025 Q4	$1.39M	Buy	32,696 +19,123	+141%	+$779K	﹤0.01%	1546
2025 Q3	$537K	Buy	13,573 +2,920	+27%	+$112K	﹤0.01%	1928
2025 Q2	$411K	Sell	10,653 -1,573	-13%	-$59.9K	﹤0.01%	1979
2025 Q1	$509K	Buy	12,226 +1,872	+18%	+$74.7K	﹤0.01%	1743
2024 Q4	$373K	Sell	10,354 -1,686	-14%	-$62.6K	﹤0.01%	1925
2024 Q3	$423K	Buy	12,040 +4,178	+53%	+$134K	﹤0.01%	1869
2024 Q2	$218K	Sell	7,862 -1,251	-14%	-$34.1K	﹤0.01%	1988
2024 Q1	$250K	Buy	+9,113	New	+$246K	﹤0.01%	1974

Other funds holding CNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cerity Partners's CNO Position: Q2 2026 in Review

Cerity Partners increased its CNO Financial Group (CNO) stake by 54% in Q2 2026, buying an estimated $969K and bringing the position to 59,505 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Cerity Partners first reported a position in CNO in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

Cerity Partners held 59,505 shares of CNO Financial Group worth $3.03M as of Q2 2026.
Cerity Partners bought 20,866 CNO Financial Group shares in Q2 2026, an estimated $969K.
CNO Financial Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1341 holding.
Cerity Partners first reported a position in CNO Financial Group in Q1 2024 and has held it in 10 quarters since.
384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.