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Root Financial Partners’s CNO Financial Group CNO Stock Holding History

Root Financial Partners’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 		– Sell
-315
Closed -$12.9K – 970
2026
Q1 		$12.9K Buy
315
+69
+28% +$2.88K ﹤0.01% 1559
2025
Q4 		$10.4K Buy
246
+24
+11% +$978 ﹤0.01% 1474
2025
Q3 		$8.78K Buy
+222
New +$8.48K ﹤0.01% 1506

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State Street
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Vanguard Capital Management
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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

Root Financial Partners's CNO Position: Q2 2026 in Review

Root Financial Partners sold out of CNO Financial Group (CNO) in Q2 2026, closing a stake of 315 shares — an estimated $12.9K sold.

Root Financial Partners first reported a position in CNO in Q3 2025 and held it in 3 quarters. The position peaked at $12.9K in Q1 2026. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Root Financial Partners reported no remaining CNO Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 CNO Financial Group shares in Q2 2026, an estimated $12.9K.
  • Root Financial Partners first reported a position in CNO Financial Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CNO Financial Group position peaked at $12.9K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.