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EP Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

EP Wealth Advisors’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 		$443K Sell
2,393
-101
-4% -$16.7K ﹤0.01% 1079
2026
Q1 		$392K Buy
2,494
+369
+17% +$60K ﹤0.01% 1015
2025
Q4 		$347K Buy
+2,125
New +$344K ﹤0.01% 1053
2025
Q2 		$256K Sell
1,718
-124
-7% -$17.8K ﹤0.01% 1111
2025
Q1 		$272K Buy
+1,842
New +$259K ﹤0.01% 959

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

EP Wealth Advisors's CINF Position: Q2 2026 in Review

EP Wealth Advisors reduced its Cincinnati Financial (CINF) stake by 4% in Q2 2026, selling an estimated $16.7K and leaving 2,393 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

EP Wealth Advisors first reported a position in CINF in Q1 2025 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • EP Wealth Advisors held 2,393 shares of Cincinnati Financial worth $443K as of Q2 2026.
  • EP Wealth Advisors sold 101 Cincinnati Financial shares in Q2 2026, an estimated $16.7K.
  • Cincinnati Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1079 holding.
  • EP Wealth Advisors first reported a position in Cincinnati Financial in Q1 2025 and has held it in 5 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.