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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's CINF Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Cincinnati Financial (CINF) stake by 5.7% in Q1 2026, buying an estimated $17.1K and bringing the position to 1,953 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #403.

Cyndeo Wealth Partners first reported a position in CINF in Q3 2024 and has held it in 7 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Cyndeo Wealth Partners held 1,953 shares of Cincinnati Financial worth $307K as of Q1 2026.
  • Cyndeo Wealth Partners bought 105 Cincinnati Financial shares in Q1 2026, an estimated $17.1K.
  • Cincinnati Financial made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #403 holding.
  • Cyndeo Wealth Partners first reported a position in Cincinnati Financial in Q3 2024 and has held it in 7 quarters since.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.