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INVST’s CNO Financial Group CNO Stock Holding History

INVST’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
-17,948
Closed -$762K – 347
2025
Q4 		$762K Sell
17,948
-933
-5% -$38K 0.08% 193
2025
Q3 		$747K Buy
18,881
+1,796
+11% +$68.6K 0.08% 196
2025
Q2 		$659K Buy
17,085
+829
+5% +$31.6K 0.08% 203
2025
Q1 		$677K Buy
+16,256
New +$649K 0.09% 186

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

INVST's CNO Position: Q1 2026 in Review

INVST sold out of CNO Financial Group (CNO) in Q1 2026, closing a stake of 17,948 shares — an estimated $762K sold.

INVST first reported a position in CNO in Q1 2025 and held it in 4 quarters. The position peaked at $762K in Q4 2025. 361 funds tracked by Wall St. Rank hold CNO as of Q1 2026.

  • INVST reported no remaining CNO Financial Group position as of Q1 2026 after selling out during the quarter.
  • INVST sold 17,948 CNO Financial Group shares in Q1 2026, an estimated $762K.
  • INVST first reported a position in CNO Financial Group in Q1 2025 and held it in 4 quarters.
  • INVST's CNO Financial Group position peaked at $762K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.