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BKM Wealth Management’s Cincinnati Financial CINF Stock Holding History

BKM 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
Q2 		$333K Hold
1,800
– – 0.12% 121
2026
Q1 		$283K Hold
1,800
– – 0.1% 129
2025
Q4 		$294K Hold
1,800
– – 0.11% 129
2025
Q3 		$285K Hold
1,800
– – 0.1% 129
2025
Q2 		$268K Sell
1,800
-248
-12% -$35.5K 0.1% 135
2025
Q1 		$303K Hold
2,048
– – 0.12% 128
2024
Q4 		$294K Buy
+2,048
New +$299K 0.12% 136
2024
Q2 		– Sell
-300
Closed -$37.3K – 153
2024
Q1 		$37.3K Hold
300
– – 0.02% 192
2023
Q4 		$31K Buy
+300
New +$30.4K 0.01% 316

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

BKM Wealth Management's CINF Position: Q2 2026 in Review

BKM Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 1,800 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #121.

BKM Wealth Management first reported a position in CINF in Q4 2023 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • BKM Wealth Management held 1,800 shares of Cincinnati Financial worth $333K as of Q2 2026.
  • BKM Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.12% of BKM Wealth Management's portfolio in Q2 2026, its #121 holding.
  • BKM Wealth Management first reported a position in Cincinnati Financial in Q4 2023 and has held it in 9 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.