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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
Q2 		$6M Buy
+32,430
New +$5.38M 1.5% 12
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CINF Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Cincinnati Financial (CINF) in Q2 2026: 32,430 shares worth $6M. The stake represents 1.5% of the portfolio and ranks #12 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in CINF as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in CINF in Q2 2024 and has held it in 8 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 32,430 shares of Cincinnati Financial worth $6M as of Q2 2026.
  • Cincinnati Financial was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Cincinnati Financial made up 1.5% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #12 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cincinnati Financial in Q2 2024 and has held it in 8 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.