Root Financial Partners
CNO icon

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
Q3 		$241K Buy
+4,560
New +$247K 0.01% 378
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

Other funds holding CNO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's CNO Position: Q3 2026 in Review

Root Financial Partners opened a new position in CNO Financial Group (CNO) in Q3 2026: 4,560 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CNO as recently as Q1 2026.

Root Financial Partners first reported a position in CNO in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

  • Root Financial Partners held 4,560 shares of CNO Financial Group worth $241K as of Q3 2026.
  • CNO Financial Group was a new Root Financial Partners position in Q3 2026.
  • CNO Financial Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #378 holding.
  • Root Financial Partners first reported a position in CNO Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.