Cyndeo Wealth Partners’s Cincinnati Financial CINF Stock Holding History

Cyndeo 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 Q3	$304K	Buy	1,905 +9	+0.5%	+$1.57K	0.01%	448
2026 Q2	$351K	Sell	1,896 -57	-3%	-$9.45K	0.02%	409
2026 Q1	$307K	Buy	1,953 +105	+6%	+$17.1K	0.02%	403
2025 Q4	$302K	Buy	1,848 +7	+0.4%	+$1.13K	0.02%	402
2025 Q3	$291K	Buy	1,841 +7	+0.4%	+$1.06K	0.02%	395
2025 Q2	$273K	Buy	1,834 +12	+0.7%	+$1.72K	0.02%	401
2025 Q1	$269K	Buy	1,822 +8	+0.4%	+$1.13K	0.02%	388
2024 Q4	$261K	Buy	1,814 +7	+0.4%	+$1.02K	0.02%	390
2024 Q3	$246K	Buy	+1,807	New	+$234K	0.02%	407

Other funds holding CINF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cyndeo Wealth Partners's CINF Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Cincinnati Financial (CINF) stake by 0.47% in Q3 2026, buying an estimated $1.57K and bringing the position to 1,905 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #448.

Cyndeo Wealth Partners first reported a position in CINF in Q3 2024 and has held it in 9 quarters since. The position peaked at $351K in Q2 2026. 829 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

Cyndeo Wealth Partners held 1,905 shares of Cincinnati Financial worth $304K as of Q3 2026.
Cyndeo Wealth Partners bought 9 Cincinnati Financial shares in Q3 2026, an estimated $1.57K.
Cincinnati Financial made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #448 holding.
Cyndeo Wealth Partners first reported a position in Cincinnati Financial in Q3 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Cincinnati Financial position peaked at $351K in Q2 2026.
829 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.