GoalVest Advisory’s Cincinnati Financial CINF Stock Holding History

GoalVest Advisory’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	$75.9K	Hold	410	–	–	0.01%	178
2026 Q1	$64.5K	Hold	410	–	–	0.01%	200
2025 Q4	$67K	Hold	410	–	–	0.01%	212
2025 Q3	$64.8K	Hold	410	–	–	0.01%	199
2025 Q2	$61.1K	Buy	410 +152	+59%	+$21.8K	0.02%	193
2025 Q1	$38.1K	Buy	258 +102	+65%	+$14.4K	0.01%	201
2024 Q4	$22.4K	Buy	156 +31	+25%	+$4.53K	0.01%	240
2024 Q3	$17K	Hold	125	–	–	﹤0.01%	278
2024 Q2	$14.8K	Sell	125 -295	-70%	-$34.6K	﹤0.01%	254
2024 Q1	$52.2K	Buy	420 +30	+8%	+$3.38K	0.02%	193
2023 Q4	$40.3K	Buy	390 +215	+123%	+$21.8K	0.02%	158
2023 Q3	$17.9K	Buy	175 +65	+59%	+$6.8K	0.01%	227
2023 Q2	$10.7K	Hold	110	–	–	0.01%	248
2023 Q1	$12.3K	Hold	110	–	–	0.01%	177
2022 Q4	$11.3K	Hold	110	–	–	0.01%	181
2022 Q3	$10K	Hold	110	–	–	0.01%	186
2022 Q2	$13K	Sell	110 -2	-2%	-$254	0.01%	240
2022 Q1	$15K	Buy	+112	New	+$13.8K	0.01%	214

Other funds holding CINF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's CINF Position: Q2 2026 in Review

GoalVest Advisory held its Cincinnati Financial (CINF) position steady in Q2 2026 at 410 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #178.

GoalVest Advisory first reported a position in CINF in Q1 2022 and has held it in 18 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

GoalVest Advisory held 410 shares of Cincinnati Financial worth $75.9K as of Q2 2026.
GoalVest Advisory left its Cincinnati Financial share count unchanged in Q2 2026.
Cincinnati Financial made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #178 holding.
GoalVest Advisory first reported a position in Cincinnati Financial in Q1 2022 and has held it in 18 quarters since.
953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.