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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
Q3 		$63K Sell
395
-15
-4% -$2.61K 0.01% 204
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

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

GoalVest Advisory's CINF Position: Q3 2026 in Review

GoalVest Advisory reduced its Cincinnati Financial (CINF) stake by 3.7% in Q3 2026, selling an estimated $2.61K and leaving 395 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #204.

GoalVest Advisory first reported a position in CINF in Q1 2022 and has held it in 19 quarters since. The position peaked at $75.9K in Q2 2026. 36 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

  • GoalVest Advisory held 395 shares of Cincinnati Financial worth $63K as of Q3 2026.
  • GoalVest Advisory sold 15 Cincinnati Financial shares in Q3 2026, an estimated $2.61K.
  • Cincinnati Financial made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #204 holding.
  • GoalVest Advisory first reported a position in Cincinnati Financial in Q1 2022 and has held it in 19 quarters since.
  • GoalVest Advisory's Cincinnati Financial position peaked at $75.9K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.