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Evolve Private Wealth’s Cincinnati Financial CINF Stock Holding History

Evolve Private 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 		$256K Sell
1,376
-2,055
-60% -$341K 0.02% 812
2026
Q1 		$540K Buy
3,431
+155
+5% +$25.2K 0.03% 544
2025
Q4 		$538K Buy
+3,276
New +$531K 0.03% 508

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

Evolve Private Wealth's CINF Position: Q2 2026 in Review

Evolve Private Wealth reduced its Cincinnati Financial (CINF) stake by 60% in Q2 2026, selling an estimated $341K and leaving 1,376 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #812.

Evolve Private Wealth first reported a position in CINF in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 951 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Evolve Private Wealth held 1,376 shares of Cincinnati Financial worth $256K as of Q2 2026.
  • Evolve Private Wealth sold 2,055 Cincinnati Financial shares in Q2 2026, an estimated $341K.
  • Cincinnati Financial made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #812 holding.
  • Evolve Private Wealth first reported a position in Cincinnati Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Cincinnati Financial position peaked at $540K in Q1 2026.
  • 951 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.