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Evoke Wealth’s Cincinnati Financial CINF Stock Holding History

Evoke Wealth’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 		– Sell
-1,331
Closed -$211K – 113
2026
Q1 		$211K Sell
1,331
-271
-17% -$44.1K ﹤0.01% 653
2025
Q4 		$263K Buy
1,602
+209
+15% +$33.9K ﹤0.01% 556
2025
Q3 		$221K Buy
1,393
+37
+3% +$5.62K ﹤0.01% 582
2025
Q2 		$203K Buy
+1,356
New +$194K ﹤0.01% 567
2022
Q4 		– Sell
-98
Closed -$9K – 507
2022
Q3 		$9K Buy
98
+22
+29% +$2.27K ﹤0.01% 765
2022
Q2 		$9K Sell
76
-6
-7% -$762 ﹤0.01% 780
2022
Q1 		$11K Buy
82
+15
+22% +$1.84K ﹤0.01% 743
2021
Q4 		$8K Buy
67
+3
+5% +$355 ﹤0.01% 818
2021
Q3 		$7K Hold
64
– – ﹤0.01% 790
2021
Q2 		$8K Hold
64
– – ﹤0.01% 773
2021
Q1 		$7K Hold
64
– – ﹤0.01% 758
2020
Q4 		$6K Hold
64
– – ﹤0.01% 669
2020
Q3 		$5K Hold
64
– – ﹤0.01% 659
2020
Q2 		$4K Sell
64
-1
-2% -$66 ﹤0.01% 707
2020
Q1 		$4.95K Sell
65
-8
-11% -$797 ﹤0.01% 608
2019
Q4 		$7.72K Hold
73
– – ﹤0.01% 818
2019
Q3 		$8.56K Buy
+73
New +$8.03K ﹤0.01% 860

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

Evoke Wealth's CINF Position: Q2 2026 in Review

Evoke Wealth sold out of Cincinnati Financial (CINF) in Q2 2026, closing a stake of 1,331 shares — an estimated $211K sold.

Evoke Wealth first reported a position in CINF in Q3 2019 and held it in 17 quarters. The position peaked at $263K in Q4 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Evoke Wealth reported no remaining Cincinnati Financial position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,331 Cincinnati Financial shares in Q2 2026, an estimated $211K.
  • Evoke Wealth first reported a position in Cincinnati Financial in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Cincinnati Financial position peaked at $263K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.