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Concurrent Investment Advisors’s Cincinnati Financial CINF Stock Holding History

Concurrent Investment 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 		$577K Buy
3,118
+64
+2% +$10.6K ﹤0.01% 1318
2026
Q1 		$481K Buy
3,054
+242
+9% +$39.3K 0.01% 1231
2025
Q4 		$459K Sell
2,812
-83
-3% -$13.4K 0.01% 1185
2025
Q3 		$458K Sell
2,895
-249
-8% -$37.8K 0.01% 951
2025
Q2 		$468K Buy
3,144
+867
+38% +$124K 0.01% 874
2025
Q1 		$336K Buy
2,277
+597
+36% +$84K 0.01% 873
2024
Q4 		$241K Buy
1,680
+2
+0.1% +$292 0.01% 918
2024
Q3 		$228K Buy
+1,678
New +$217K 0.01% 887

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CINF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Cincinnati Financial (CINF) stake by 2.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,118 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Concurrent Investment Advisors first reported a position in CINF in Q3 2024 and has held it in 8 quarters since. 956 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Concurrent Investment Advisors held 3,118 shares of Cincinnati Financial worth $577K as of Q2 2026.
  • Concurrent Investment Advisors bought 64 Cincinnati Financial shares in Q2 2026, an estimated $10.6K.
  • Cincinnati Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1318 holding.
  • Concurrent Investment Advisors first reported a position in Cincinnati Financial in Q3 2024 and has held it in 8 quarters since.
  • 956 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.