Creative Planning’s Cincinnati Financial CINF Stock Holding History

Creative Planning’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 Q1	$24.6K	Buy	+15,000	New	+$2.44M	﹤0.01%	4040
2025 Q4	–	Sell	-45,000	Closed	-$7.18K	–	3935
2025 Q3	$7.18K	Hold	45,000	–	–	﹤0.01%	3853
2025 Q2	$102K	Hold	45,000	–	–	﹤0.01%	3423
2025 Q1	$27.9K	Hold	45,000	–	–	﹤0.01%	3383
2024 Q4	$114K	Buy	+45,000	New	+$6.57M	﹤0.01%	3134
2024 Q3	–	Sell	-45,000	Closed	-$64.6K	–	3215
2024 Q2	$64.6K	Hold	45,000	–	–	﹤0.01%	2901
2024 Q1	$14.9K	Hold	45,000	–	–	﹤0.01%	2852
2023 Q4	$39.4K	Hold	45,000	–	–	﹤0.01%	2662
2023 Q3	$116K	Hold	45,000	–	–	﹤0.01%	2372
2023 Q2	$240K	Hold	45,000	–	–	﹤0.01%	2080
2023 Q1	$196K	Sell	45,000 -3,000	-6%	-$341K	﹤0.01%	2135
2022 Q4	$83.5K	Buy	48,000 +27,200	+131%	+$2.8M	﹤0.01%	2170
2022 Q3	$74K	Sell	20,800 -29,500	-59%	-$3.04M	﹤0.01%	2075
2022 Q2	$40K	Buy	50,300 +41,000	+441%	+$5.21M	﹤0.01%	2081
2022 Q1	$3K	Buy	+9,300	New	+$1.14M	﹤0.01%	2274

Other funds holding CINF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's CINF Position: Q1 2026 in Review

Creative Planning increased its Cincinnati Financial (CINF) stake by 11% in Q1 2026, buying an estimated $1.97M and bringing the position to 126,195 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #449.

Creative Planning first reported a position in CINF in Q2 2013 and has held it in 51 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

Creative Planning held 126,195 shares of Cincinnati Financial worth $19.9M as of Q1 2026.
Creative Planning bought 12,096 Cincinnati Financial shares in Q1 2026, an estimated $1.97M.
Cincinnati Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #449 holding.
Creative Planning first reported a position in Cincinnati Financial in Q2 2013 and has held it in 51 quarters since.
918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.