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Merit Financial Group’s CNO Financial Group CNO Stock Holding History

Merit Financial Group’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
Q2 		$657K Buy
12,887
+5,451
+73% +$253K ﹤0.01% 1331
2026
Q1 		$305K Sell
7,436
-164
-2% -$6.86K ﹤0.01% 1643
2025
Q4 		$323K Sell
7,600
-179
-2% -$7.29K ﹤0.01% 1521
2025
Q3 		$308K Buy
7,779
+510
+7% +$19.5K ﹤0.01% 1437
2025
Q2 		$280K Buy
+7,269
New +$277K ﹤0.01% 1375

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Merit Financial Group's CNO Position: Q2 2026 in Review

Merit Financial Group increased its CNO Financial Group (CNO) stake by 73% in Q2 2026, buying an estimated $253K and bringing the position to 12,887 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Merit Financial Group first reported a position in CNO in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Merit Financial Group held 12,887 shares of CNO Financial Group worth $657K as of Q2 2026.
  • Merit Financial Group bought 5,451 CNO Financial Group shares in Q2 2026, an estimated $253K.
  • CNO Financial Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1331 holding.
  • Merit Financial Group first reported a position in CNO Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.