EWM
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Empirical Wealth Management’s Cincinnati Financial CINF Stock Holding History

Empirical 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 		$300K Buy
1,618
+285
+21% +$47.3K ﹤0.01% 866
2026
Q1 		$210K Buy
+1,333
New +$217K ﹤0.01% 929
2025
Q3 		– Sell
-1,846
Closed -$275K – 807
2025
Q2 		$275K Sell
1,846
-284
-13% -$40.7K 0.01% 559
2025
Q1 		$315K Buy
2,130
+620
+41% +$87.3K 0.01% 505
2024
Q4 		$217K Sell
1,510
-237
-14% -$34.6K 0.01% 564
2024
Q3 		$238K Buy
+1,747
New +$226K 0.01% 508
2023
Q3 		– Sell
-2,286
Closed -$222K – 472
2023
Q2 		$222K Sell
2,286
-32,543
-93% -$3.36M 0.01% 428
2023
Q1 		$3.9M Buy
34,829
+3,933
+13% +$447K 0.17% 98
2022
Q4 		$3.16M Buy
30,896
+3,896
+14% +$401K 0.15% 108
2022
Q3 		$2.42M Sell
27,000
-27
-0.1% -$2.78K 0.13% 113
2022
Q2 		$3.22M Buy
27,027
+1,425
+6% +$181K 0.17% 95
2022
Q1 		$3.48M Buy
25,602
+10,737
+72% +$1.32M 0.17% 91
2021
Q4 		$1.69M Buy
14,865
+9,968
+204% +$1.18M 0.08% 153
2021
Q3 		$559K Buy
+4,897
New +$581K 0.03% 280
2021
Q1 		– Sell
-3,373
Closed -$295K – 400
2020
Q4 		$295K Buy
3,373
+93
+3% +$7.42K 0.02% 304
2020
Q3 		$256K Buy
+3,280
New +$254K 0.02% 298

Other funds holding CINF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Empirical Wealth Management increased its Cincinnati Financial (CINF) stake by 21% in Q2 2026, buying an estimated $47.3K and bringing the position to 1,618 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Empirical Wealth Management first reported a position in CINF in Q3 2020 and has held it in 16 quarters since. The position peaked at $3.9M in Q1 2023. 370 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Empirical Wealth Management held 1,618 shares of Cincinnati Financial worth $300K as of Q2 2026.
  • Empirical Wealth Management bought 285 Cincinnati Financial shares in Q2 2026, an estimated $47.3K.
  • Cincinnati Financial made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Empirical Wealth Management first reported a position in Cincinnati Financial in Q3 2020 and has held it in 16 quarters since.
  • Empirical Wealth Management's Cincinnati Financial position peaked at $3.9M in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.