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Kerr Financial Planning’s Cincinnati Financial CINF Stock Holding History

Kerr Financial Planning’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 		$67.7K Hold
366
– – 0.08% 157
2026
Q1 		$61K Buy
366
+41
+13% +$6.67K 0.04% 162
2025
Q4 		$56.1K Buy
325
+1
+0.3% +$162 0.08% 168
2025
Q3 		$52.9K Buy
+324
New +$49.2K 0.07% 157

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

Kerr Financial Planning's CINF Position: Q2 2026 in Review

Kerr Financial Planning held its Cincinnati Financial (CINF) position steady in Q2 2026 at 366 shares worth $67.7K. The position accounts for 0.08% of the portfolio, ranked #157.

Kerr Financial Planning first reported a position in CINF in Q3 2025 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Kerr Financial Planning held 366 shares of Cincinnati Financial worth $67.7K as of Q2 2026.
  • Kerr Financial Planning left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.08% of Kerr Financial Planning's portfolio in Q2 2026, its #157 holding.
  • Kerr Financial Planning first reported a position in Cincinnati Financial in Q3 2025 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.