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Forum Financial Management’s CNO Financial Group CNO Stock Holding History

Forum Financial 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
Q1 		– Sell
-5,247
Closed -$223K – 472
2025
Q4 		$223K Sell
5,247
-6
-0.1% -$244 ﹤0.01% 911
2025
Q3 		$208K Buy
5,253
+1
+0% +$38 ﹤0.01% 952
2025
Q2 		$203K Buy
+5,252
New +$200K ﹤0.01% 901

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

Forum Financial Management's CNO Position: Q1 2026 in Review

Forum Financial Management sold out of CNO Financial Group (CNO) in Q1 2026, closing a stake of 5,247 shares — an estimated $223K sold.

Forum Financial Management first reported a position in CNO in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 362 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • Forum Financial Management reported no remaining CNO Financial Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,247 CNO Financial Group shares in Q1 2026, an estimated $223K.
  • Forum Financial Management first reported a position in CNO Financial Group in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's CNO Financial Group position peaked at $223K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.