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Bogart Wealth LLC’s Cincinnati Financial CINF Stock Holding History

Bogart Wealth LLC’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 		$7.41K Buy
40
+11
+38% +$1.82K ﹤0.01% 1089
2026
Q1 		$4.61K Buy
29
+2
+7% +$325 ﹤0.01% 1081
2025
Q4 		$4.46K Buy
27
+4
+17% +$648 ﹤0.01% 1027
2025
Q3 		$3.68K Buy
23
+3
+15% +$455 ﹤0.01% 1035
2025
Q2 		$2.98K Hold
20
– – ﹤0.01% 1038
2025
Q1 		$2.95K Hold
20
– – ﹤0.01% 1009
2024
Q4 		$2.87K Buy
+20
New +$2.92K ﹤0.01% 1021

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

Bogart Wealth LLC's CINF Position: Q2 2026 in Review

Bogart Wealth LLC increased its Cincinnati Financial (CINF) stake by 38% in Q2 2026, buying an estimated $1.82K and bringing the position to 40 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Bogart Wealth LLC first reported a position in CINF in Q4 2024 and has held it in 7 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Bogart Wealth LLC held 40 shares of Cincinnati Financial worth $7.41K as of Q2 2026.
  • Bogart Wealth LLC bought 11 Cincinnati Financial shares in Q2 2026, an estimated $1.82K.
  • Cincinnati Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1089 holding.
  • Bogart Wealth LLC first reported a position in Cincinnati Financial in Q4 2024 and has held it in 7 quarters since.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

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