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SVB Wealth’s CNO Financial Group CNO Stock Holding History

SVB Wealth’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
-143
Closed -$5.96K – 750
2025
Q1 		$5.96K Buy
+143
New +$5.71K ﹤0.01% 992
2021
Q4 		– Sell
-9,068
Closed -$213K – 842
2021
Q3 		$213K Sell
9,068
-166
-2% -$3.88K ﹤0.01% 893
2021
Q2 		$218K Sell
9,234
-170
-2% -$4.34K ﹤0.01% 872
2021
Q1 		$229K Sell
9,404
-120
-1% -$2.86K ﹤0.01% 787
2020
Q4 		$212K Buy
+9,524
New +$194K ﹤0.01% 731

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

SVB Wealth's CNO Position: Q2 2025 in Review

SVB Wealth sold out of CNO Financial Group (CNO) in Q2 2025, closing a stake of 143 shares — an estimated $5.96K sold.

SVB Wealth first reported a position in CNO in Q4 2020 and held it in 5 quarters. The position peaked at $229K in Q1 2021. 331 funds tracked by Wall St. Rank hold CNO as of Q2 2025.

  • SVB Wealth reported no remaining CNO Financial Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 143 CNO Financial Group shares in Q2 2025, an estimated $5.96K.
  • SVB Wealth first reported a position in CNO Financial Group in Q4 2020 and held it in 5 quarters.
  • SVB Wealth's CNO Financial Group position peaked at $229K in Q1 2021.
  • 331 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.