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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
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
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

Cyndeo Wealth Partners's CINF Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Cincinnati Financial (CINF) stake by 2.9% in Q2 2026, selling an estimated $9.45K and leaving 1,896 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #409.

Cyndeo Wealth Partners first reported a position in CINF in Q3 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Cyndeo Wealth Partners held 1,896 shares of Cincinnati Financial worth $351K as of Q2 2026.
  • Cyndeo Wealth Partners sold 57 Cincinnati Financial shares in Q2 2026, an estimated $9.45K.
  • Cincinnati Financial made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #409 holding.
  • Cyndeo Wealth Partners first reported a position in Cincinnati Financial in Q3 2024 and has held it in 8 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.