Carson Wealth (CWM LLC)’s Cincinnati Financial CINF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01M | Buy |
25,485
+225
| +0.9% | +$36.6K | 0.01% | 906 |
|
|
2025
Q4 | $4.13M | Buy |
25,260
+2,072
| +9% | +$336K | 0.01% | 856 |
|
|
2025
Q3 | $3.67M | Buy |
23,188
+3,025
| +15% | +$459K | 0.01% | 842 |
|
|
2025
Q2 | $3M | Buy |
20,163
+1,167
| +6% | +$167K | 0.01% | 786 |
|
|
2025
Q1 | $2.81M | Buy |
18,996
+3,076
| +19% | +$433K | 0.01% | 720 |
|
|
2024
Q4 | $2.29M | Buy |
15,920
+528
| +3% | +$77.1K | 0.01% | 736 |
|
|
2024
Q3 | $2.1M | Buy |
15,392
+7,004
| +84% | +$906K | 0.01% | 687 |
|
|
2024
Q2 | $991K | Buy |
8,388
+3,669
| +78% | +$430K | ﹤0.01% | 892 |
|
|
2024
Q1 | $586K | Buy |
4,719
+843
| +22% | +$95.1K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $401K | Buy |
3,876
+1,885
| +95% | +$191K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $204K | Buy |
1,991
+181
| +10% | +$18.9K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $176K | Sell |
1,810
-442
| -20% | -$45.7K | ﹤0.01% | 1304 |
|
|
2023
Q1 | $252K | Buy |
2,252
+615
| +38% | +$70K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $168K | Buy |
1,637
+877
| +115% | +$90.3K | ﹤0.01% | 1161 |
|
|
2022
Q3 | $68K | Sell |
760
-352
| -32% | -$36.3K | ﹤0.01% | 1510 |
|
|
2022
Q2 | $132K | Buy |
1,112
+291
| +35% | +$37K | ﹤0.01% | 1202 |
|
|
2022
Q1 | $112K | Buy |
821
+416
| +103% | +$51.1K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $46K | Buy |
+405
| New | +$47.9K | ﹤0.01% | 1601 |
|
|
2021
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2021
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q4 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q3 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q4 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q3 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q2 | $27K | Hold |
235
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q1 | $27K | Sell |
235
-958
| -80% | -$79K | ﹤0.01% | 1658 |
|
|
2018
Q4 | $92K | Sell |
1,193
-80
| -6% | -$6.22K | ﹤0.01% | 742 |
|
|
2018
Q3 | $98K | Buy |
1,273
+25
| +2% | +$1.86K | ﹤0.01% | 624 |
|
|
2018
Q2 | $83K | Buy |
1,248
+224
| +22% | +$15.9K | ﹤0.01% | 549 |
|
|
2018
Q1 | $76K | Buy |
1,024
+17
| +2% | +$1.27K | ﹤0.01% | 488 |
|
|
2017
Q4 | $75K | Buy |
1,007
+49
| +5% | +$3.65K | ﹤0.01% | 460 |
|
|
2017
Q3 | $73K | Buy |
958
+158
| +20% | +$12K | ﹤0.01% | 453 |
|
|
2017
Q2 | $58K | Buy |
800
+200
| +33% | +$14.2K | ﹤0.01% | 453 |
|
|
2017
Q1 | $43K | Sell |
600
-200
| -25% | -$14.5K | ﹤0.01% | 480 |
|
|
2016
Q4 | $61K | Buy |
800
+200
| +33% | +$14.9K | ﹤0.01% | 418 |
|
|
2016
Q3 | $45K | Buy |
+600
| New | +$45.4K | ﹤0.01% | 433 |
|
Other funds holding CINF
VCM
VPM
LCOV
Carson Wealth (CWM LLC)'s CINF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Cincinnati Financial (CINF) stake by 0.89% in Q1 2026, buying an estimated $36.6K and bringing the position to 25,485 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #906.
Carson Wealth (CWM LLC) first reported a position in CINF in Q3 2016 and has held it in 38 quarters since. The position peaked at $4.13M in Q4 2025. 924 funds tracked by Wall St. Rank hold CINF as of Q1 2026.
- Carson Wealth (CWM LLC) held 25,485 shares of Cincinnati Financial worth $4.01M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 225 Cincinnati Financial shares in Q1 2026, an estimated $36.6K.
- Cincinnati Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #906 holding.
- Carson Wealth (CWM LLC) first reported a position in Cincinnati Financial in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Cincinnati Financial position peaked at $4.13M in Q4 2025.
- 924 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.