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Dogwood Wealth Management’s Cincinnati Financial CINF Stock Holding History

Dogwood Wealth Management’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 		$370 Hold
2
– – ﹤0.01% 817
2026
Q1 		$315 Hold
2
– – ﹤0.01% 810
2025
Q4 		$327 Hold
2
– – ﹤0.01% 678
2025
Q3 		$316 Hold
2
– – ﹤0.01% 676
2025
Q2 		$292 Sell
2
-9
-82% -$1.29K ﹤0.01% 655
2025
Q1 		$1.63K Buy
+11
New +$1.55K ﹤0.01% 379
2024
Q3 		– Hold
0
– – – 444
2024
Q2 		– Hold
0
– – – 470
2024
Q1 		– Hold
0
– – – 469
2023
Q4 		– Hold
0
– – – 452

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

Dogwood Wealth Management's CINF Position: Q2 2026 in Review

Dogwood Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 2 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Dogwood Wealth Management first reported a position in CINF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63K in Q1 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Dogwood Wealth Management held 2 shares of Cincinnati Financial worth $370 as of Q2 2026.
  • Dogwood Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #817 holding.
  • Dogwood Wealth Management first reported a position in Cincinnati Financial in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Cincinnati Financial position peaked at $1.63K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.