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Crestwood Advisors Group’s Cincinnati Financial CINF Stock Holding History

Crestwood Advisors Group’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 		$251K Sell
1,356
-209
-13% -$34.7K ﹤0.01% 752
2026
Q1 		$246K Buy
1,565
+3
+0.2% +$488 ﹤0.01% 663
2025
Q4 		$255K Buy
+1,562
New +$253K ﹤0.01% 578

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

Crestwood Advisors Group's CINF Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Cincinnati Financial (CINF) stake by 13% in Q2 2026, selling an estimated $34.7K and leaving 1,356 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Crestwood Advisors Group first reported a position in CINF in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Crestwood Advisors Group held 1,356 shares of Cincinnati Financial worth $251K as of Q2 2026.
  • Crestwood Advisors Group sold 209 Cincinnati Financial shares in Q2 2026, an estimated $34.7K.
  • Cincinnati Financial made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #752 holding.
  • Crestwood Advisors Group first reported a position in Cincinnati Financial in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Cincinnati Financial position peaked at $255K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.