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Jessup Wealth Management’s Cincinnati Financial CINF Stock Holding History

Jessup 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 		$2.13M Hold
11,507
– – 0.64% 25
2026
Q1 		$1.81M Hold
11,507
– – 0.66% 25
2025
Q4 		$1.88M Hold
11,507
– – 0.62% 29
2025
Q3 		$1.82M Hold
11,507
– – 0.68% 26
2025
Q2 		$1.71M Hold
11,507
– – 0.69% 29
2025
Q1 		$1.7M Sell
11,507
-403
-3% -$56.7K 0.71% 27
2024
Q4 		$1.71M Hold
11,910
– – 0.73% 25
2024
Q3 		$1.62M Hold
11,910
– – 0.74% 23
2024
Q2 		$1.41M Hold
11,910
– – 0.6% 33
2024
Q1 		$1.48M Hold
11,910
– – 0.63% 35
2023
Q4 		$1.23M Hold
11,910
– – 0.62% 30
2023
Q3 		$1.22M Buy
+11,910
New +$1.25M 0.7% 30

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

Jessup Wealth Management's CINF Position: Q2 2026 in Review

Jessup Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 11,507 shares worth $2.13M. The position accounts for 0.64% of the portfolio, ranked #25.

Jessup Wealth Management first reported a position in CINF in Q3 2023 and has held it in 12 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Jessup Wealth Management held 11,507 shares of Cincinnati Financial worth $2.13M as of Q2 2026.
  • Jessup Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.64% of Jessup Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Jessup Wealth Management first reported a position in Cincinnati Financial in Q3 2023 and has held it in 12 quarters since.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.