Congress Asset Management’s CNO Financial Group CNO Stock Holding History

Congress Asset 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 Q3	$11.4M	Buy	215,953 +37,413	+21%	+$2.03M	0.07%	215
2026 Q2	$9.1M	Buy	178,540 +1,898	+1%	+$88.2K	0.06%	223
2026 Q1	$7.25M	Buy	176,642 +24,135	+16%	+$1.01M	0.05%	229
2025 Q4	$6.48M	Buy	152,507 +4,268	+3%	+$174K	0.05%	221
2025 Q3	$5.86M	Sell	148,239 -1,195	-0.8%	-$45.6K	0.04%	222
2025 Q2	$5.77M	Sell	149,434 -7,895	-5%	-$301K	0.04%	220
2025 Q1	$6.55M	Buy	157,329 +325	+0.2%	+$13K	0.05%	208
2024 Q4	$5.84M	Buy	157,004 +8,689	+6%	+$323K	0.04%	229
2024 Q3	$5.21M	Sell	148,315 -1,475	-1%	-$47.4K	0.04%	226
2024 Q2	$4.15M	Sell	149,790 -1,798	-1%	-$49.1K	0.03%	236
2024 Q1	$4.17M	Sell	151,588 -5,538	-4%	-$150K	0.03%	234
2023 Q4	$4.38M	Buy	157,126 +47,762	+44%	+$1.2M	0.03%	244
2023 Q3	$2.6M	Buy	109,364 +150	+0.1%	+$3.61K	0.02%	267
2023 Q2	$2.59M	Buy	109,214 +1,471	+1%	+$32.8K	0.02%	265
2023 Q1	$2.39M	Buy	107,743 +10,795	+11%	+$258K	0.02%	270
2022 Q4	$2.22M	Buy	96,948 +889	+0.9%	+$19.2K	0.02%	277
2022 Q3	$1.73M	Buy	96,059 +989	+1%	+$18.3K	0.02%	279
2022 Q2	$1.72M	Sell	95,070 -6,135	-6%	-$131K	0.02%	290
2022 Q1	$2.54M	Buy	101,205 +7,468	+8%	+$185K	0.02%	265
2021 Q4	$2.23M	Buy	93,737 +29	+0%	+$712	0.02%	269
2021 Q3	$2.21M	Buy	93,708 +29	+0%	+$678	0.02%	257
2021 Q2	$2.21M	Buy	93,679 +14,342	+18%	+$366K	0.02%	264
2021 Q1	$1.93M	Buy	79,337 +8,830	+13%	+$210K	0.02%	263
2020 Q4	$1.57M	Sell	70,507 -1,115	-2%	-$22.7K	0.01%	252
2020 Q3	$1.15M	Hold	71,622	–	–	0.01%	253
2020 Q2	$1.11M	Buy	71,622 +2,175	+3%	+$30K	0.01%	254
2020 Q1	$860K	Hold	69,447	–	–	0.01%	257
2019 Q4	$1.26M	Sell	69,447 -19,346	-22%	-$329K	0.02%	272
2019 Q3	$1.41M	Sell	88,793 -8,774	-9%	-$139K	0.02%	272
2019 Q2	$1.63M	Hold	97,567	–	–	0.02%	276
2019 Q1	$1.58M	Sell	97,567 -1,547	-2%	-$26.2K	0.02%	276
2018 Q4	$1.48M	Buy	99,114 +3,500	+4%	+$63.8K	0.02%	289
2018 Q3	$2.03M	Buy	95,614 +8,745	+10%	+$184K	0.03%	276
2018 Q2	$1.65M	Sell	86,869 -1,665	-2%	-$34.4K	0.02%	281
2018 Q1	$1.92M	Buy	88,534 +1,648	+2%	+$38.8K	0.03%	269
2017 Q4	$2.15M	Sell	86,886 -1,530	-2%	-$37.3K	0.03%	257
2017 Q3	$2.06M	Buy	+88,416	New	+$1.98M	0.03%	254

Other funds holding CNO

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management's CNO Position: Q3 2026 in Review

Congress Asset Management increased its CNO Financial Group (CNO) stake by 21% in Q3 2026, buying an estimated $2.03M and bringing the position to 215,953 shares worth $11.4M. The position accounts for 0.07% of the portfolio, ranked #215.

Congress Asset Management first reported a position in CNO in Q3 2017 and has held it in 37 quarters since. 11 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

Congress Asset Management held 215,953 shares of CNO Financial Group worth $11.4M as of Q3 2026.
Congress Asset Management bought 37,413 CNO Financial Group shares in Q3 2026, an estimated $2.03M.
CNO Financial Group made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #215 holding.
Congress Asset Management first reported a position in CNO Financial Group in Q3 2017 and has held it in 37 quarters since.
11 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.