IWC
CINF icon

Integrated Wealth Concepts’s Cincinnati Financial CINF Stock Holding History

Integrated Wealth Concepts’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 		$4.94M Buy
26,668
+1,967
+8% +$326K 0.03% 489
2026
Q1 		$3.89M Buy
+24,701
New +$4.02M 0.03% 505
2025
Q4 		– Sell
-1,818
Closed -$287K – 1687
2025
Q3 		$287K Buy
+1,818
New +$276K ﹤0.01% 1656
2025
Q2 		– Sell
-1,824
Closed -$269K – 1913
2025
Q1 		$269K Sell
1,824
-3,106
-63% -$437K ﹤0.01% 1469
2024
Q4 		$708K Buy
+4,930
New +$720K 0.01% 970

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

Integrated Wealth Concepts's CINF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Cincinnati Financial (CINF) stake by 8% in Q2 2026, buying an estimated $326K and bringing the position to 26,668 shares worth $4.94M. The position accounts for 0.03% of the portfolio, ranked #489.

Integrated Wealth Concepts first reported a position in CINF in Q4 2024 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Integrated Wealth Concepts held 26,668 shares of Cincinnati Financial worth $4.94M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,967 Cincinnati Financial shares in Q2 2026, an estimated $326K.
  • Cincinnati Financial made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #489 holding.
  • Integrated Wealth Concepts first reported a position in Cincinnati Financial in Q4 2024 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.