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Evergreen Capital Management’s Cincinnati Financial CINF Stock Holding History

Evergreen Capital 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
Q1 		$585K Buy
3,697
+1,425
+63% +$232K 0.01% 698
2025
Q4 		$373K Buy
2,272
+911
+67% +$148K 0.01% 914
2025
Q3 		$216K Sell
1,361
-151
-10% -$22.9K 0.01% 1190
2025
Q2 		$226K Buy
1,512
+41
+3% +$5.87K 0.01% 961
2025
Q1 		$218K Buy
+1,471
New +$207K 0.01% 940

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

Evergreen Capital Management's CINF Position: Q1 2026 in Review

Evergreen Capital Management increased its Cincinnati Financial (CINF) stake by 63% in Q1 2026, buying an estimated $232K and bringing the position to 3,697 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #698.

Evergreen Capital Management first reported a position in CINF in Q1 2025 and has held it in 5 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Evergreen Capital Management held 3,697 shares of Cincinnati Financial worth $585K as of Q1 2026.
  • Evergreen Capital Management bought 1,425 Cincinnati Financial shares in Q1 2026, an estimated $232K.
  • Cincinnati Financial made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #698 holding.
  • Evergreen Capital Management first reported a position in Cincinnati Financial in Q1 2025 and has held it in 5 quarters since.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.