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Kestra Private Wealth Services’s Cincinnati Financial CINF Stock Holding History

Kestra Private Wealth Services’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 		$808K Sell
4,364
-468
-10% -$77.6K 0.01% 1014
2026
Q1 		$760K Sell
4,832
-120
-2% -$19.5K 0.01% 979
2025
Q4 		$809K Buy
+4,952
New +$802K 0.01% 898
2025
Q2 		– Sell
-4,577
Closed -$676K – 1627
2025
Q1 		$676K Sell
4,577
-1,171
-20% -$165K 0.01% 830
2024
Q4 		$826K Buy
5,748
+60
+1% +$8.76K 0.01% 713
2024
Q3 		$774K Buy
+5,688
New +$736K 0.01% 696
2024
Q2 		– Sell
-1,662
Closed -$206K – 1361
2024
Q1 		$206K Buy
+1,662
New +$188K ﹤0.01% 1180
2023
Q4 		– Sell
-2,500
Closed -$256K – 1236
2023
Q3 		$256K Buy
2,500
+273
+12% +$28.5K 0.01% 938
2023
Q2 		$217K Buy
2,227
+297
+15% +$30.7K 0.01% 941
2023
Q1 		$216K Buy
+1,930
New +$220K 0.01% 895
2022
Q3 		– Sell
-1,690
Closed -$201K – 915
2022
Q2 		$201K Sell
1,690
-118
-7% -$15K 0.01% 803
2022
Q1 		$246K Sell
1,808
-35
-2% -$4.3K 0.01% 815
2021
Q4 		$210K Sell
1,843
-46
-2% -$5.44K 0.01% 885
2021
Q3 		$216K Buy
1,889
+68
+4% +$8.07K 0.01% 824
2021
Q2 		$212K Sell
1,821
-252
-12% -$29.1K 0.01% 790
2021
Q1 		$214K Buy
+2,073
New +$199K 0.01% 713

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

Kestra Private Wealth Services's CINF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Cincinnati Financial (CINF) stake by 9.7% in Q2 2026, selling an estimated $77.6K and leaving 4,364 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #1014.

Kestra Private Wealth Services first reported a position in CINF in Q1 2021 and has held it in 16 quarters since. The position peaked at $826K in Q4 2024. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Kestra Private Wealth Services held 4,364 shares of Cincinnati Financial worth $808K as of Q2 2026.
  • Kestra Private Wealth Services sold 468 Cincinnati Financial shares in Q2 2026, an estimated $77.6K.
  • Cincinnati Financial made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1014 holding.
  • Kestra Private Wealth Services first reported a position in Cincinnati Financial in Q1 2021 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Cincinnati Financial position peaked at $826K in Q4 2024.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.