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Pinnacle Wealth Planning Services’s CNO Financial Group CNO Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$125K Hold
2,445
– – 0.01% 751
2026
Q1 		$100K Buy
2,445
+4
+0.2% +$167 0.01% 799
2025
Q4 		$104K Buy
+2,441
New +$99.5K 0.01% 762
2021
Q1 		– Sell
-3,744
Closed -$83K – 675
2020
Q4 		$83K Buy
+3,744
New +$76.3K 0.02% 553

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

Pinnacle Wealth Planning Services's CNO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its CNO Financial Group (CNO) position steady in Q2 2026 at 2,445 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #751.

Pinnacle Wealth Planning Services first reported a position in CNO in Q4 2020 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,445 shares of CNO Financial Group worth $125K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its CNO Financial Group share count unchanged in Q2 2026.
  • CNO Financial Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #751 holding.
  • Pinnacle Wealth Planning Services first reported a position in CNO Financial Group in Q4 2020 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.