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Coldstream Capital Management’s CNO Financial Group CNO Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-3,070
Closed -$128K – 1582
2025
Q1 		$128K Buy
+3,070
New +$123K ﹤0.01% 1222
2019
Q1 		– Sell
-10,157
Closed -$151K – 326
2018
Q4 		$151K Buy
+10,157
New +$185K 0.01% 302

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Coldstream Capital Management's CNO Position: Q2 2025 in Review

Coldstream Capital Management sold out of CNO Financial Group (CNO) in Q2 2025, closing a stake of 3,070 shares — an estimated $128K sold.

Coldstream Capital Management first reported a position in CNO in Q4 2018 and held it in 2 quarters. The position peaked at $151K in Q4 2018. 331 funds tracked by Wall St. Rank hold CNO as of Q2 2025.

  • Coldstream Capital Management reported no remaining CNO Financial Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,070 CNO Financial Group shares in Q2 2025, an estimated $128K.
  • Coldstream Capital Management first reported a position in CNO Financial Group in Q4 2018 and held it in 2 quarters.
  • Coldstream Capital Management's CNO Financial Group position peaked at $151K in Q4 2018.
  • 331 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.