BFIM
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Beese Fulmer Investment Management’s Cincinnati Financial CINF Stock Holding History

Beese Fulmer Investment 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 		$495K Sell
2,675
-48
-2% -$7.96K 0.03% 215
2026
Q1 		$428K Sell
2,723
-66
-2% -$10.7K 0.03% 233
2025
Q4 		$458K Sell
2,789
-200
-7% -$32.4K 0.03% 210
2025
Q3 		$473K Hold
2,989
– – 0.03% 192
2025
Q2 		$445K Hold
2,989
– – 0.03% 194
2025
Q1 		$442K Buy
2,989
+180
+6% +$25.3K 0.04% 168
2024
Q4 		$404K Hold
2,809
– – 0.03% 166
2024
Q3 		$382K Hold
2,809
– – 0.03% 175
2024
Q2 		$332K Hold
2,809
– – 0.03% 178
2024
Q1 		$349K Sell
2,809
-100
-3% -$11.3K 0.03% 175
2023
Q4 		$301K Sell
2,909
-35
-1% -$3.55K 0.03% 185
2023
Q3 		$301K Hold
2,944
– – 0.03% 178
2023
Q2 		$287K Hold
2,944
– – 0.03% 181
2023
Q1 		$330K Sell
2,944
-135
-4% -$15.4K 0.04% 175
2022
Q4 		$315K Hold
3,079
– – 0.04% 178
2022
Q3 		$276K Hold
3,079
– – 0.04% 175
2022
Q2 		$366K Hold
3,079
– – 0.05% 165
2022
Q1 		$419K Hold
3,079
– – 0.05% 163
2021
Q4 		$351K Sell
3,079
-432
-12% -$51.1K 0.04% 177
2021
Q3 		$401K Hold
3,511
– – 0.05% 167
2021
Q2 		$409K Hold
3,511
– – 0.05% 159
2021
Q1 		$362K Sell
3,511
-400
-10% -$38.3K 0.04% 160
2020
Q4 		$342K Sell
3,911
-65
-2% -$5.19K 0.04% 161
2020
Q3 		$310K Sell
3,976
-630
-14% -$48.8K 0.04% 153
2020
Q2 		$295K Sell
4,606
-350
-7% -$23.1K 0.04% 153
2020
Q1 		$374K Sell
4,956
-222
-4% -$22.1K 0.07% 134
2019
Q4 		$544K Sell
5,178
-25
-0.5% -$2.73K 0.08% 130
2019
Q3 		$607K Buy
5,203
+1,000
+24% +$110K 0.09% 123
2019
Q2 		$436K Sell
4,203
-200
-5% -$19.2K 0.08% 115
2019
Q1 		$378K Hold
4,403
– – 0.07% 122
2018
Q4 		$341K Hold
4,403
– – 0.08% 120
2018
Q3 		$338K Buy
+4,403
New +$328K 0.07% 127
2018
Q2 		– Sell
-2,902
Closed -$216K – 198
2018
Q1 		$216K Hold
2,902
– – 0.05% 166
2017
Q4 		$218K Sell
2,902
-155
-5% -$11.5K 0.05% 173
2017
Q3 		$234K Hold
3,057
– – 0.05% 157
2017
Q2 		$221K Buy
3,057
+100
+3% +$7.09K 0.05% 160
2017
Q1 		$214K Hold
2,957
– – 0.05% 161
2016
Q4 		$224K Buy
2,957
+100
+4% +$7.44K 0.06% 159
2016
Q3 		$215K Buy
+2,857
New +$216K 0.06% 155

Other funds holding CINF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beese Fulmer Investment Management's CINF Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Cincinnati Financial (CINF) stake by 1.8% in Q2 2026, selling an estimated $7.96K and leaving 2,675 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #215.

Beese Fulmer Investment Management first reported a position in CINF in Q3 2016 and has held it in 39 quarters since. The position peaked at $607K in Q3 2019. 359 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Beese Fulmer Investment Management held 2,675 shares of Cincinnati Financial worth $495K as of Q2 2026.
  • Beese Fulmer Investment Management sold 48 Cincinnati Financial shares in Q2 2026, an estimated $7.96K.
  • Cincinnati Financial made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #215 holding.
  • Beese Fulmer Investment Management first reported a position in Cincinnati Financial in Q3 2016 and has held it in 39 quarters since.
  • Beese Fulmer Investment Management's Cincinnati Financial position peaked at $607K in Q3 2019.
  • 359 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.