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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's CINF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Cincinnati Financial (CINF) in Q1 2026: 24,701 shares worth $3.89M. The stake represents 0.03% of the portfolio and ranks #505 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CINF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CINF in Q4 2024 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

Integrated Wealth Concepts held 24,701 shares of Cincinnati Financial worth $3.89M as of Q1 2026.
Cincinnati Financial was a new Integrated Wealth Concepts position in Q1 2026.
Cincinnati Financial made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #505 holding.
Integrated Wealth Concepts first reported a position in Cincinnati Financial in Q4 2024 and has held it in 4 quarters since.
918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.