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Basecamp Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Basecamp Wealth Advisors’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 		$20K Sell
108
-75
-41% -$12.4K ﹤0.01% 817
2026
Q1 		$28.8K Sell
183
-36
-16% -$5.85K 0.01% 700
2025
Q4 		$35.8K Buy
+219
New +$35.5K 0.01% 615

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

Basecamp Wealth Advisors's CINF Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Cincinnati Financial (CINF) stake by 41% in Q2 2026, selling an estimated $12.4K and leaving 108 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Basecamp Wealth Advisors first reported a position in CINF in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.8K in Q4 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Basecamp Wealth Advisors held 108 shares of Cincinnati Financial worth $20K as of Q2 2026.
  • Basecamp Wealth Advisors sold 75 Cincinnati Financial shares in Q2 2026, an estimated $12.4K.
  • Cincinnati Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #817 holding.
  • Basecamp Wealth Advisors first reported a position in Cincinnati Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Cincinnati Financial position peaked at $35.8K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.