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Summit Securities Group’s CNO Financial Group CNO Stock Holding History

Summit Securities Group’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
-3,260
Closed -$136K – 1136
2025
Q1 		$136K Buy
+3,260
New +$130K 0.02% 203
2023
Q3 		– Sell
-5,087
Closed -$82K – 643
2023
Q2 		$82K Buy
+5,087
New +$113K 0.01% 317
2023
Q1 		– Sell
-5,191
Closed -$119K – 880
2022
Q4 		$119K Buy
+5,191
New +$112K ﹤0.01% 568

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Summit Securities Group's CNO Position: Q2 2025 in Review

Summit Securities Group sold out of CNO Financial Group (CNO) in Q2 2025, closing a stake of 3,260 shares — an estimated $136K sold.

Summit Securities Group first reported a position in CNO in Q4 2022 and held it in 3 quarters. The position peaked at $136K in Q1 2025. 331 funds tracked by Wall St. Rank hold CNO as of Q2 2025.

  • Summit Securities Group reported no remaining CNO Financial Group position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,260 CNO Financial Group shares in Q2 2025, an estimated $136K.
  • Summit Securities Group first reported a position in CNO Financial Group in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's CNO Financial Group position peaked at $136K in Q1 2025.
  • 331 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.