Evermay Wealth Management’s Cincinnati Financial CINF Stock Holding History

Evermay 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 Q3	$64.1K	Hold	400	–	–	0.01%	336
2026 Q2	$74.4K	Hold	400	–	–	0.01%	308
2026 Q1	$63.3K	Hold	400	–	–	0.01%	298
2025 Q4	$65.7K	Hold	400	–	–	0.01%	298
2025 Q3	$63.6K	Hold	400	–	–	0.01%	310
2025 Q2	$59.9K	Hold	400	–	–	0.01%	308
2025 Q1	$59.4K	Hold	400	–	–	0.01%	308
2024 Q4	$57.8K	Hold	400	–	–	0.01%	307
2024 Q3	$54.8K	Hold	400	–	–	0.01%	330
2024 Q2	$47.6K	Hold	400	–	–	0.01%	350
2024 Q1	$50K	Hold	400	–	–	0.01%	349
2023 Q4	$41.7K	Hold	400	–	–	0.01%	344
2023 Q3	$41.2K	Hold	400	–	–	0.01%	320
2023 Q2	$39.2K	Hold	400	–	–	0.01%	329
2023 Q1	$45.1K	Hold	400	–	–	0.01%	307
2022 Q4	$41.2K	Hold	400	–	–	0.01%	310
2022 Q3	$36K	Hold	400	–	–	0.01%	303
2022 Q2	$48K	Hold	400	–	–	0.01%	284
2022 Q1	$54K	Sell	400 -110	-22%	-$13.5K	0.01%	294
2021 Q4	$58K	Hold	510	–	–	0.01%	261
2021 Q3	$58K	Hold	510	–	–	0.01%	251
2021 Q2	$59K	Buy	+510	New	+$58.9K	0.01%	267

Other funds holding CINF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Evermay Wealth Management's CINF Position: Q3 2026 in Review

Evermay Wealth Management held its Cincinnati Financial (CINF) position steady in Q3 2026 at 400 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #336.

Evermay Wealth Management first reported a position in CINF in Q2 2021 and has held it in 22 quarters since. The position peaked at $74.4K in Q2 2026. 829 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

Evermay Wealth Management held 400 shares of Cincinnati Financial worth $64.1K as of Q3 2026.
Evermay Wealth Management left its Cincinnati Financial share count unchanged in Q3 2026.
Cincinnati Financial made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #336 holding.
Evermay Wealth Management first reported a position in Cincinnati Financial in Q2 2021 and has held it in 22 quarters since.
Evermay Wealth Management's Cincinnati Financial position peaked at $74.4K in Q2 2026.
829 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.