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Beta Wealth Group’s Cincinnati Financial CINF Stock Holding History

Beta Wealth Group’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 		$224K Buy
+1,211
New +$201K 0.08% 111

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

Beta Wealth Group's CINF Position: Q2 2026 in Review

Beta Wealth Group opened a new position in Cincinnati Financial (CINF) in Q2 2026: 1,211 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings.

953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Beta Wealth Group held 1,211 shares of Cincinnati Financial worth $224K as of Q2 2026.
  • Cincinnati Financial was a new Beta Wealth Group position in Q2 2026.
  • Cincinnati Financial made up 0.08% of Beta Wealth Group's portfolio in Q2 2026, its #111 holding.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.