Axxcess Wealth Management’s Cincinnati Financial CINF Stock Holding History

Axxcess 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 Q1	–	Sell	-1,515	Closed	-$247K	–	487
2025 Q4	$247K	Hold	1,515	–	–	﹤0.01%	915
2025 Q3	$240K	Sell	1,515 -50	-3%	-$7.59K	0.01%	833
2025 Q2	$233K	Sell	1,565 -1	-0.1%	-$143	0.01%	791
2025 Q1	$231K	Hold	1,566	–	–	0.01%	771
2024 Q4	$225K	Sell	1,566 -2	-0.1%	-$292	0.01%	779
2024 Q3	$213K	Buy	+1,568	New	+$203K	0.01%	823
2024 Q2	–	Sell	-1,618	Closed	-$201K	–	860
2024 Q1	$201K	Buy	+1,618	New	+$183K	0.01%	821

Other funds holding CINF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's CINF Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Cincinnati Financial (CINF) in Q1 2026, closing a stake of 1,515 shares — an estimated $247K sold.

Axxcess Wealth Management first reported a position in CINF in Q1 2024 and held it in 7 quarters. The position peaked at $247K in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

Axxcess Wealth Management reported no remaining Cincinnati Financial position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,515 Cincinnati Financial shares in Q1 2026, an estimated $247K.
Axxcess Wealth Management first reported a position in Cincinnati Financial in Q1 2024 and held it in 7 quarters.
Axxcess Wealth Management's Cincinnati Financial position peaked at $247K in Q4 2025.
918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.