JWCA
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J.W. Cole Advisors’s Cincinnati Financial CINF Stock Holding History

J.W. Cole Advisors’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 		$804K Buy
+4,340
New +$720K 0.01% 832
2026
Q1 		– Sell
-4,363
Closed -$669K – 876
2025
Q4 		$669K Buy
4,363
+77
+2% +$12.5K 0.02% 789
2025
Q3 		$678K Sell
4,286
-11
-0.3% -$1.67K 0.01% 877
2025
Q2 		$640K Buy
4,297
+37
+0.9% +$5.3K 0.01% 830
2025
Q1 		$629K Buy
4,260
+2,766
+185% +$389K 0.02% 699
2024
Q4 		$215K Buy
+1,494
New +$218K 0.01% 881

Other funds holding CINF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's CINF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Cincinnati Financial (CINF) in Q2 2026: 4,340 shares worth $804K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CINF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CINF in Q4 2024 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • J.W. Cole Advisors held 4,340 shares of Cincinnati Financial worth $804K as of Q2 2026.
  • Cincinnati Financial was a new J.W. Cole Advisors position in Q2 2026.
  • Cincinnati Financial made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #832 holding.
  • J.W. Cole Advisors first reported a position in Cincinnati Financial in Q4 2024 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.