FFM
CINF icon

Forum Financial Management’s Cincinnati Financial CINF Stock Holding History

Forum Financial 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 		– Sell
-3,950
Closed -$645K – 460
2025
Q4 		$645K Hold
3,950
– – 0.01% 373
2025
Q3 		$624K Buy
3,950
+1
+0% +$152 0.01% 374
2025
Q2 		$588K Buy
3,949
+80
+2% +$11.5K 0.01% 357
2025
Q1 		$572K Buy
3,869
+4
+0.1% +$563 0.01% 327
2024
Q4 		$555K Buy
3,865
+4
+0.1% +$584 0.01% 341
2024
Q3 		$526K Buy
3,861
+4
+0.1% +$517 0.01% 315
2024
Q2 		$456K Buy
3,857
+2
+0.1% +$234 0.01% 337
2024
Q1 		$479K Hold
3,855
– – 0.01% 336
2023
Q4 		$399K Sell
3,855
-92
-2% -$9.34K 0.01% 357
2023
Q3 		$404K Hold
3,947
– – 0.01% 337
2023
Q2 		$384K Buy
3,947
+2
+0.1% +$207 0.01% 362
2023
Q1 		$442K Hold
3,945
– – 0.01% 290
2022
Q4 		$404K Hold
3,945
– – 0.01% 306
2022
Q3 		$353K Hold
3,945
– – 0.02% 303
2022
Q2 		$469K Hold
3,945
– – 0.02% 243
2022
Q1 		$536K Hold
3,945
– – 0.03% 227
2021
Q4 		$449K Buy
+3,945
New +$467K 0.02% 278

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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's CINF Position: Q1 2026 in Review

Forum Financial Management sold out of Cincinnati Financial (CINF) in Q1 2026, closing a stake of 3,950 shares — an estimated $645K sold.

Forum Financial Management first reported a position in CINF in Q4 2021 and held it in 17 quarters. The position peaked at $645K in Q4 2025. 925 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Forum Financial Management reported no remaining Cincinnati Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,950 Cincinnati Financial shares in Q1 2026, an estimated $645K.
  • Forum Financial Management first reported a position in Cincinnati Financial in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Cincinnati Financial position peaked at $645K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.