Birch Financial Group
CINF icon

Birch Financial Group’s Cincinnati Financial CINF Stock Holding History

Birch Financial 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
Q3 		$220K Sell
1,382
-1,256
-48% -$219K 0.1% 124
2026
Q2 		$488K Buy
2,638
+80
+3% +$13.3K 0.25% 70
2026
Q1 		$403K Buy
2,558
+430
+20% +$69.9K 0.24% 86
2025
Q4 		$348K Buy
+2,128
New +$345K 0.2% 91

Other funds holding CINF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Birch Financial Group's CINF Position: Q3 2026 in Review

Birch Financial Group reduced its Cincinnati Financial (CINF) stake by 48% in Q3 2026, selling an estimated $219K and leaving 1,382 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #124.

Birch Financial Group first reported a position in CINF in Q4 2025 and has held it in 4 quarters since. The position peaked at $488K in Q2 2026. 614 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

  • Birch Financial Group held 1,382 shares of Cincinnati Financial worth $220K as of Q3 2026.
  • Birch Financial Group sold 1,256 Cincinnati Financial shares in Q3 2026, an estimated $219K.
  • Cincinnati Financial made up 0.1% of Birch Financial Group's portfolio in Q3 2026, its #124 holding.
  • Birch Financial Group first reported a position in Cincinnati Financial in Q4 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Cincinnati Financial position peaked at $488K in Q2 2026.
  • 614 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.