CIM Investment Management’s CNO Financial Group CNO Stock Holding History

CIM Investment Management’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	$728K	Buy	14,288 +987	+7%	+$45.8K	0.17%	92
2026 Q1	$546K	Buy	13,301 +2,109	+19%	+$88.2K	0.15%	121
2025 Q4	$475K	Hold	11,192	–	–	0.12%	135
2025 Q3	$443K	Sell	11,192 -12,054	-52%	-$460K	0.12%	137
2025 Q2	$881K	Buy	23,246 +11,666	+101%	+$445K	0.17%	114
2025 Q1	$482K	Sell	11,580 -276	-2%	-$11K	0.11%	120
2024 Q4	$441K	Hold	11,856	–	–	0.13%	132
2024 Q3	$416K	Hold	11,856	–	–	0.12%	140
2024 Q2	$329K	Sell	11,856 -2,819	-19%	-$76.9K	0.1%	169
2024 Q1	$403K	Hold	14,675	–	–	0.12%	168
2023 Q4	$409K	Hold	14,675	–	–	0.13%	156
2023 Q3	$348K	Hold	14,675	–	–	0.13%	160
2023 Q2	$347K	Hold	14,675	–	–	0.12%	169
2023 Q1	$326K	Buy	14,675 +504	+4%	+$12K	0.12%	176
2022 Q4	$324K	Hold	14,171	–	–	0.13%	165
2022 Q3	$255K	Hold	14,171	–	–	0.11%	172
2022 Q2	$256K	Hold	14,171	–	–	0.11%	182
2022 Q1	$356K	Sell	14,171 -1,646	-10%	-$40.8K	0.12%	162
2021 Q4	$377K	Hold	15,817	–	–	0.11%	183
2021 Q3	$372K	Hold	15,817	–	–	0.12%	167
2021 Q2	$374K	Hold	15,817	–	–	0.12%	174
2021 Q1	$384K	Sell	15,817 -943	-6%	-$22.4K	0.12%	171
2020 Q4	$373K	Hold	16,760	–	–	0.12%	174
2020 Q3	$269K	Buy	16,760 +242	+1%	+$3.88K	0.1%	186
2020 Q2	$257K	Buy	16,518 +2,812	+21%	+$38.8K	0.1%	192
2020 Q1	$170K	Buy	+13,706	New	+$225K	0.08%	169
2019 Q4	–	Sell	-25,390	Closed	-$402K	–	250
2019 Q3	$402K	Hold	25,390	–	–	0.15%	163
2019 Q2	$424K	Sell	25,390 -528	-2%	-$8.73K	0.16%	156
2019 Q1	$419K	Buy	25,918 +7,778	+43%	+$132K	0.16%	166
2018 Q4	$270K	Hold	18,140	–	–	0.12%	234
2018 Q3	$385K	Sell	18,140 -2,047	-10%	-$43K	0.14%	216
2018 Q2	$384K	Buy	+20,187	New	+$418K	0.13%	221
2017 Q3	–	Sell	-21,891	Closed	-$457K	–	327
2017 Q2	$457K	Sell	21,891 -691	-3%	-$14.3K	0.16%	181
2017 Q1	$463K	Hold	22,582	–	–	0.16%	173
2016 Q4	$432K	Hold	22,582	–	–	0.16%	181
2016 Q3	$345K	Buy	22,582 +850	+4%	+$13.9K	0.13%	216
2016 Q2	$379K	Buy	21,732 +2,180	+11%	+$41K	0.16%	175
2016 Q1	$350K	Buy	19,552 +2,539	+15%	+$44.2K	0.15%	170
2015 Q4	$325K	Hold	17,013	–	–	0.15%	163
2015 Q3	$320K	Buy	17,013 +2,035	+14%	+$36.9K	0.15%	159
2015 Q2	$275K	Hold	14,978	–	–	0.12%	180
2015 Q1	$258K	Hold	14,978	–	–	0.11%	188
2014 Q4	$258K	Buy	14,978 +2,070	+16%	+$35.6K	0.12%	179
2014 Q3	$219K	Buy	12,908 +2,336	+22%	+$40.2K	0.11%	163
2014 Q2	$188K	Sell	10,572 -322	-3%	-$5.49K	0.09%	168
2014 Q1	$197K	Buy	+10,894	New	+$196K	0.09%	195

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

CIM Investment Management's CNO Position: Q2 2026 in Review

CIM Investment Management increased its CNO Financial Group (CNO) stake by 7.4% in Q2 2026, buying an estimated $45.8K and bringing the position to 14,288 shares worth $728K. The position accounts for 0.17% of the portfolio, ranked #92.

CIM Investment Management first reported a position in CNO in Q1 2014 and has held it in 46 quarters since. The position peaked at $881K in Q2 2025. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

CIM Investment Management held 14,288 shares of CNO Financial Group worth $728K as of Q2 2026.
CIM Investment Management bought 987 CNO Financial Group shares in Q2 2026, an estimated $45.8K.
CNO Financial Group made up 0.17% of CIM Investment Management's portfolio in Q2 2026, its #92 holding.
CIM Investment Management first reported a position in CNO Financial Group in Q1 2014 and has held it in 46 quarters since.
CIM Investment Management's CNO Financial Group position peaked at $881K in Q2 2025.
384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.