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AE Wealth Management’s Cincinnati Financial CINF Stock Holding History

AE Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Sell
11,357
-44,421
-80% -$7.37M 0.01% 644
2026
Q1 		$8.78M Buy
55,778
+477
+0.9% +$77.6K 0.05% 311
2025
Q4 		$9.03M Buy
55,301
+4,304
+8% +$697K 0.05% 299
2025
Q3 		$8.06M Buy
50,997
+46,757
+1,103% +$7.1M 0.05% 297
2025
Q2 		$631K Buy
4,240
+171
+4% +$24.5K ﹤0.01% 842
2025
Q1 		$601K Sell
4,069
-1,556
-28% -$219K 0.01% 864
2024
Q4 		$808K Buy
5,625
+1,627
+41% +$238K 0.01% 762
2024
Q3 		$544K Buy
3,998
+54
+1% +$6.98K ﹤0.01% 861
2024
Q2 		$466K Sell
3,944
-14
-0.4% -$1.64K ﹤0.01% 901
2024
Q1 		$491K Sell
3,958
-12,738
-76% -$1.44M 0.01% 828
2023
Q4 		$1.87M Buy
16,696
+8,406
+101% +$853K 0.01% 927
2023
Q3 		$848K Sell
8,290
-705
-8% -$73.7K 0.01% 1166
2023
Q2 		$875K Sell
8,995
-277
-3% -$28.6K 0.01% 1142
2023
Q1 		$1.04M Hold
9,272
– – 0.01% 1024
2022
Q4 		$949K Sell
9,272
-38,493
-81% -$3.97M 0.01% 1006
2022
Q3 		$4.28M Sell
47,765
-65,348
-58% -$6.73M 0.03% 462
2022
Q2 		$13.5M Buy
113,113
+49,565
+78% +$6.3M 0.11% 208
2022
Q1 		$8.64M Buy
63,548
+8,716
+16% +$1.07M 0.06% 317
2021
Q4 		$6.25M Buy
54,832
+3,835
+8% +$454K 0.04% 375
2021
Q3 		$5.83M Buy
50,997
+3,708
+8% +$440K 0.05% 345
2021
Q2 		$5.51M Buy
47,289
+31,459
+199% +$3.63M 0.05% 338
2021
Q1 		$1.63M Buy
15,830
+973
+7% +$93.3K 0.02% 620
2020
Q4 		$1.3M Sell
14,857
-2,850
-16% -$227K 0.01% 629
2020
Q3 		$1.38M Sell
17,707
-555
-3% -$43K 0.02% 535
2020
Q2 		$1.17M Buy
18,262
+6,678
+58% +$441K 0.02% 571
2020
Q1 		$874K Buy
11,584
+8,323
+255% +$829K 0.02% 520
2019
Q4 		$343K Buy
3,261
+255
+8% +$27.9K 0.01% 855
2019
Q3 		$351K Buy
3,006
+418
+16% +$46K 0.01% 720
2019
Q2 		$268K Buy
+2,588
New +$248K 0.01% 794

Other funds holding CINF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's CINF Position: Q2 2026 in Review

AE Wealth Management reduced its Cincinnati Financial (CINF) stake by 80% in Q2 2026, selling an estimated $7.37M and leaving 11,357 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #644.

AE Wealth Management first reported a position in CINF in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.5M in Q2 2022. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • AE Wealth Management held 11,357 shares of Cincinnati Financial worth $2.1M as of Q2 2026.
  • AE Wealth Management sold 44,421 Cincinnati Financial shares in Q2 2026, an estimated $7.37M.
  • Cincinnati Financial made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #644 holding.
  • AE Wealth Management first reported a position in Cincinnati Financial in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Cincinnati Financial position peaked at $13.5M in Q2 2022.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.