Concord Wealth Partners’s Cincinnati Financial CINF Stock Holding History

Concord Wealth Partners’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	$5.92K	Buy	+32	New	+$5.31K	﹤0.01%	632
2026 Q1	–	Sell	-32	Closed	-$5.23K	–	298
2025 Q4	$5.23K	Hold	32	–	–	﹤0.01%	618
2025 Q3	$5.06K	Hold	32	–	–	﹤0.01%	620
2025 Q2	$4.76K	Buy	32 +5	+19%	+$716	﹤0.01%	640
2025 Q1	$3.99K	Hold	27	–	–	﹤0.01%	615
2024 Q4	$3.88K	Hold	27	–	–	﹤0.01%	639
2024 Q3	$3.67K	Hold	27	–	–	﹤0.01%	680
2024 Q2	$3.19K	Hold	27	–	–	﹤0.01%	625
2024 Q1	$3.35K	Buy	+27	New	+$3.05K	﹤0.01%	700
2023 Q1	–	Sell	-397	Closed	-$40.6K	–	1033
2022 Q4	$40.6K	Buy	+397	New	+$40.9K	0.01%	404
2022 Q3	–	Sell	-165	Closed	-$20K	–	323
2022 Q2	$20K	Buy	165 +49	+42%	+$6.22K	0.01%	539
2022 Q1	$16K	Buy	116 +57	+97%	+$7K	﹤0.01%	672
2021 Q4	$7K	Buy	+59	New	+$6.98K	﹤0.01%	858
2021 Q3	–	Sell	-20	Closed	-$2K	–	929
2021 Q2	$2K	Buy	+20	New	+$2.31K	﹤0.01%	874

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

Concord Wealth Partners's CINF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Cincinnati Financial (CINF) in Q2 2026: 32 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CINF as recently as Q4 2025.

Concord Wealth Partners first reported a position in CINF in Q2 2021 and has held it in 14 quarters since. The position peaked at $40.6K in Q4 2022. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

Concord Wealth Partners held 32 shares of Cincinnati Financial worth $5.92K as of Q2 2026.
Cincinnati Financial was a new Concord Wealth Partners position in Q2 2026.
Cincinnati Financial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #632 holding.
Concord Wealth Partners first reported a position in Cincinnati Financial in Q2 2021 and has held it in 14 quarters since.
Concord Wealth Partners's Cincinnati Financial position peaked at $40.6K in Q4 2022.
953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.