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Synergy Investment Management’s CNO Financial Group CNO Stock Holding History

Synergy Investment Management’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 		$20K Buy
388
+125
+48% +$5.81K ﹤0.01% 517
2026
Q1 		$10.8K Buy
+263
New +$11K ﹤0.01% 490
2025
Q2 		– Sell
-263
Closed -$11K – 163
2025
Q1 		$11K Hold
263
– – ﹤0.01% 374
2024
Q4 		$9.79K Buy
+263
New +$9.77K ﹤0.01% 391

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Synergy Investment Management's CNO Position: Q2 2026 in Review

Synergy Investment Management increased its CNO Financial Group (CNO) stake by 48% in Q2 2026, buying an estimated $5.81K and bringing the position to 388 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Synergy Investment Management first reported a position in CNO in Q4 2024 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Synergy Investment Management held 388 shares of CNO Financial Group worth $20K as of Q2 2026.
  • Synergy Investment Management bought 125 CNO Financial Group shares in Q2 2026, an estimated $5.81K.
  • CNO Financial Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #517 holding.
  • Synergy Investment Management first reported a position in CNO Financial Group in Q4 2024 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.