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Evolution Wealth Management’s Cincinnati Financial CINF Stock Holding History

Evolution 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
Q2 		$92.6K Hold
500
– – 0.05% 217
2026
Q1 		$78.7K Hold
500
– – 0.06% 200
2025
Q4 		$81.7K Buy
+500
New +$81K 0.07% 191

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

Evolution Wealth Management's CINF Position: Q2 2026 in Review

Evolution Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 500 shares worth $92.6K. The position accounts for 0.05% of the portfolio, ranked #217.

Evolution Wealth Management first reported a position in CINF in Q4 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Evolution Wealth Management held 500 shares of Cincinnati Financial worth $92.6K as of Q2 2026.
  • Evolution Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Evolution Wealth Management first reported a position in Cincinnati Financial in Q4 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.