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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
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 $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

EP Wealth Advisors's CINF Position: Q1 2026 in Review

EP Wealth Advisors increased its Cincinnati Financial (CINF) stake by 17% in Q1 2026, buying an estimated $60K and bringing the position to 2,494 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

EP Wealth Advisors first reported a position in CINF in Q1 2025 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • EP Wealth Advisors held 2,494 shares of Cincinnati Financial worth $392K as of Q1 2026.
  • EP Wealth Advisors bought 369 Cincinnati Financial shares in Q1 2026, an estimated $60K.
  • Cincinnati Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1015 holding.
  • EP Wealth Advisors first reported a position in Cincinnati Financial in Q1 2025 and has held it in 4 quarters since.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.