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Institute for Wealth Management’s Cincinnati Financial CINF Stock Holding History

Institute for 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
Q2 		$47.6K Buy
+257
New +$42.6K ﹤0.01% 883
2025
Q4 		– Sell
-1,270
Closed -$201K – 550
2025
Q3 		$201K Buy
+1,270
New +$193K 0.02% 546

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

Institute for Wealth Management's CINF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cincinnati Financial (CINF) in Q2 2026: 257 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CINF as recently as Q3 2025.

Institute for Wealth Management first reported a position in CINF in Q3 2025 and has held it in 2 quarters since. The position peaked at $201K in Q3 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Institute for Wealth Management held 257 shares of Cincinnati Financial worth $47.6K as of Q2 2026.
  • Cincinnati Financial was a new Institute for Wealth Management position in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Institute for Wealth Management first reported a position in Cincinnati Financial in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Cincinnati Financial position peaked at $201K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.