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Harvest Investment Services’s CNO Financial Group CNO Stock Holding History

Harvest Investment Services’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
Q3 		– Sell
-20,355
Closed -$785K – 331
2025
Q2 		$785K Buy
20,355
+5,493
+37% +$209K 0.18% 137
2025
Q1 		$619K Buy
+14,862
New +$593K 0.17% 133

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Vanguard Group
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Services's CNO Position: Q3 2025 in Review

Harvest Investment Services sold out of CNO Financial Group (CNO) in Q3 2025, closing a stake of 20,355 shares — an estimated $785K sold.

Harvest Investment Services first reported a position in CNO in Q1 2025 and held it in 2 quarters. The position peaked at $785K in Q2 2025. 339 funds tracked by Wall St. Rank hold CNO as of Q3 2025.

  • Harvest Investment Services reported no remaining CNO Financial Group position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 20,355 CNO Financial Group shares in Q3 2025, an estimated $785K.
  • Harvest Investment Services first reported a position in CNO Financial Group in Q1 2025 and held it in 2 quarters.
  • Harvest Investment Services's CNO Financial Group position peaked at $785K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.