Pinnacle Wealth Planning Services, Inc.
Position in CNO — CNO Financial Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in CNO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$124,646
+$24,255 QoQ
Shares Held
2,445
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#275
of 381 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. CNO ranks #9 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in CNO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,646 | 2,445 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $100,391 | 2,445 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $103,669 | 2,441 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $83,229 | 3,744 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||