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Rise Advisors’s CNO Financial Group CNO Stock Holding History

Rise Advisors’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
Q4 		– Sell
-475
Closed -$18.8K – 368
2025
Q3 		$18.8K Sell
475
-11
-2% -$420 0.01% 617
2025
Q2 		$18.7K Buy
486
+28
+6% +$1.07K 0.01% 577
2025
Q1 		$19.1K Sell
458
-92
-17% -$3.67K 0.01% 523
2024
Q4 		$20.5K Buy
550
+2
+0.4% +$74 0.01% 638
2024
Q3 		$19.2K Buy
548
+3
+0.6% +$96 0.01% 717
2024
Q2 		$15.1K Buy
545
+3
+0.6% +$82 0.01% 823
2024
Q1 		$14.9K Buy
+542
New +$14.6K 0.01% 861

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's CNO Position: Q4 2025 in Review

Rise Advisors sold out of CNO Financial Group (CNO) in Q4 2025, closing a stake of 475 shares — an estimated $18.8K sold.

Rise Advisors first reported a position in CNO in Q1 2024 and held it in 7 quarters. The position peaked at $20.5K in Q4 2024. 367 funds tracked by Wall St. Rank hold CNO as of Q4 2025.

  • Rise Advisors reported no remaining CNO Financial Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 475 CNO Financial Group shares in Q4 2025, an estimated $18.8K.
  • Rise Advisors first reported a position in CNO Financial Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's CNO Financial Group position peaked at $20.5K in Q4 2024.
  • 367 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.