CCWM
CINF icon

Cassaday & Co Wealth Management’s Cincinnati Financial CINF Stock Holding History

Cassaday & Co 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 		$39.8K Hold
215
– – ﹤0.01% 665
2026
Q1 		$33.8K Buy
+215
New +$35K ﹤0.01% 692

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

Cassaday & Co Wealth Management's CINF Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 215 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Cassaday & Co Wealth Management first reported a position in CINF in Q1 2026 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Cassaday & Co Wealth Management held 215 shares of Cincinnati Financial worth $39.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Cassaday & Co Wealth Management first reported a position in Cincinnati Financial in Q1 2026 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.