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Rothschild Investment LLC’s CNO Financial Group CNO Stock Holding History

Rothschild Investment LLC’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 		$360K Buy
7,054
+4,884
+225% +$227K 0.01% 707
2026
Q1 		$89.1K Buy
2,170
+336
+18% +$14K ﹤0.01% 927
2025
Q4 		$77.9K Buy
1,834
+140
+8% +$5.7K ﹤0.01% 887
2025
Q3 		$67K Buy
1,694
+1,331
+367% +$50.8K ﹤0.01% 914
2025
Q2 		$14K Buy
363
+55
+18% +$2.1K ﹤0.01% 1121
2025
Q1 		$12.8K Buy
308
+75
+32% +$3K ﹤0.01% 1115
2024
Q4 		$8.67K Buy
233
+40
+21% +$1.49K ﹤0.01% 1180
2024
Q3 		$6.77K Buy
193
+90
+87% +$2.89K ﹤0.01% 1205
2024
Q2 		$2.85K Buy
103
+50
+94% +$1.36K ﹤0.01% 1297
2024
Q1 		$1.46K Buy
53
+15
+39% +$405 ﹤0.01% 1239
2023
Q4 		$1.06K Buy
+38
New +$957 ﹤0.01% 1191

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rothschild Investment LLC's CNO Position: Q2 2026 in Review

Rothschild Investment LLC increased its CNO Financial Group (CNO) stake by 225% in Q2 2026, buying an estimated $227K and bringing the position to 7,054 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #707.

Rothschild Investment LLC first reported a position in CNO in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Rothschild Investment LLC held 7,054 shares of CNO Financial Group worth $360K as of Q2 2026.
  • Rothschild Investment LLC bought 4,884 CNO Financial Group shares in Q2 2026, an estimated $227K.
  • CNO Financial Group made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #707 holding.
  • Rothschild Investment LLC first reported a position in CNO Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.