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Heritage Wealth Management (Ohio)’s Cincinnati Financial CINF Stock Holding History

Heritage Wealth Management (Ohio)’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
-32,527
Closed -$5.31M – 167
2025
Q4 		$5.31M Buy
32,527
+18
+0.1% +$2.92K 1.48% 10
2025
Q3 		$5.14M Hold
32,509
– – 1.51% 9
2025
Q2 		$4.84M Hold
32,509
– – 1.57% 8
2025
Q1 		$4.8M Sell
32,509
-35
-0.1% -$4.93K 1.63% 9
2024
Q4 		$4.68M Sell
32,544
-125
-0.4% -$18.3K 1.55% 8
2024
Q3 		$4.45M Sell
32,669
-133
-0.4% -$17.2K 1.46% 10
2024
Q2 		$3.8M Buy
+32,802
New +$3.85M 1.27% 12

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

Heritage Wealth Management (Ohio)'s CINF Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Cincinnati Financial (CINF) in Q1 2026, closing a stake of 32,527 shares — an estimated $5.31M sold.

Heritage Wealth Management (Ohio) first reported a position in CINF in Q2 2024 and held it in 7 quarters. The position peaked at $5.31M in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Cincinnati Financial position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 32,527 Cincinnati Financial shares in Q1 2026, an estimated $5.31M.
  • Heritage Wealth Management (Ohio) first reported a position in Cincinnati Financial in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Cincinnati Financial position peaked at $5.31M in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.