Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s CNO Financial Group CNO Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-27
Closed -$1.13K – 4146
2025
Q1 		$1.13K Hold
27
– – ﹤0.01% 3750
2024
Q4 		$1K Buy
+27
New +$1K ﹤0.01% 3750
2024
Q2 		– Sell
-100
Closed -$2.75K – 3626
2024
Q1 		$2.75K Sell
100
-100
-50% -$2.7K ﹤0.01% 3228
2023
Q4 		$5.58K Hold
200
– – ﹤0.01% 2922
2023
Q3 		$4.75K Sell
200
-450
-69% -$10.8K ﹤0.01% 2847
2023
Q2 		$15.4K Sell
650
-100
-13% -$2.23K ﹤0.01% 2410
2023
Q1 		$16.6K Buy
750
+200
+36% +$4.78K ﹤0.01% 2330
2022
Q4 		$12.6K Buy
+550
New +$11.9K ﹤0.01% 2458
2022
Q2 		– Sell
-6,881
Closed -$173K – 3258
2022
Q1 		$173K Buy
+6,881
New +$171K ﹤0.01% 1358
2021
Q2 		– Sell
-1,507
Closed -$36.6K – 7145
2021
Q1 		$36.6K Buy
1,507
+1,500
+21,429% +$35.7K ﹤0.01% 2154
2020
Q4 		$0 Buy
+7
New +$143 ﹤0.01% 2893

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Steward Partners Investment Advisory's CNO Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of CNO Financial Group (CNO) in Q2 2025, closing a stake of 27 shares — an estimated $1.13K sold.

Steward Partners Investment Advisory first reported a position in CNO in Q4 2020 and held it in 11 quarters. The position peaked at $173K in Q1 2022. 331 funds tracked by Wall St. Rank hold CNO as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining CNO Financial Group position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27 CNO Financial Group shares in Q2 2025, an estimated $1.13K.
  • Steward Partners Investment Advisory first reported a position in CNO Financial Group in Q4 2020 and held it in 11 quarters.
  • Steward Partners Investment Advisory's CNO Financial Group position peaked at $173K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.