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GDS Wealth Management’s Cincinnati Financial CINF Stock Holding History

GDS 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
Q1 		$596K Hold
3,787
– – 0.04% 115
2025
Q4 		$618K Hold
3,787
– – 0.04% 113
2025
Q3 		$599K Buy
+3,787
New +$575K 0.04% 114

Other funds holding CINF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GDS Wealth Management's CINF Position: Q1 2026 in Review

GDS Wealth Management held its Cincinnati Financial (CINF) position steady in Q1 2026 at 3,787 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #115.

GDS Wealth Management first reported a position in CINF in Q3 2025 and has held it in 3 quarters since. The position peaked at $618K in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • GDS Wealth Management held 3,787 shares of Cincinnati Financial worth $596K as of Q1 2026.
  • GDS Wealth Management left its Cincinnati Financial share count unchanged in Q1 2026.
  • Cincinnati Financial made up 0.04% of GDS Wealth Management's portfolio in Q1 2026, its #115 holding.
  • GDS Wealth Management first reported a position in Cincinnati Financial in Q3 2025 and has held it in 3 quarters since.
  • GDS Wealth Management's Cincinnati Financial position peaked at $618K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.