CM Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

CM Wealth Advisors’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	$306K	Buy	+1,646	New	+$273K	0.06%	145
2025 Q4	–	Sell	-1,904	Closed	-$303K	–	140
2025 Q3	$303K	Hold	1,904	–	–	0.08%	74
2025 Q2	$285K	Hold	1,904	–	–	0.08%	73
2025 Q1	$283K	Hold	1,904	–	–	0.09%	71
2024 Q4	$275K	Hold	1,904	–	–	0.09%	70
2024 Q3	$261K	Hold	1,904	–	–	0.08%	74
2024 Q2	$226K	Hold	1,904	–	–	0.11%	68
2024 Q1	$223K	Buy	+1,904	New	+$215K	0.06%	165
2023 Q3	–	Sell	-1,904	Closed	-$209K	–	94
2023 Q2	$209K	Sell	1,904 -83	-4%	-$8.57K	0.07%	150
2023 Q1	$202K	Buy	+1,987	New	+$226K	0.04%	370
2022 Q3	–	Sell	-1,800	Closed	-$215K	–	70
2022 Q2	$215K	Buy	+1,800	New	+$229K	0.13%	67

Other funds holding CINF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's CINF Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Cincinnati Financial (CINF) in Q2 2026: 1,646 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in CINF as recently as Q3 2025.

CM Wealth Advisors first reported a position in CINF in Q2 2022 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

CM Wealth Advisors held 1,646 shares of Cincinnati Financial worth $306K as of Q2 2026.
Cincinnati Financial was a new CM Wealth Advisors position in Q2 2026.
Cincinnati Financial made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #145 holding.
CM Wealth Advisors first reported a position in Cincinnati Financial in Q2 2022 and has held it in 11 quarters since.
953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.