LFP
CINF icon

Lakeshore Financial Planning’s Cincinnati Financial CINF Stock Holding History

Lakeshore 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 		$431K Hold
2,328
– – 0.14% 50
2026
Q1 		$366K Hold
2,328
– – 0.13% 50
2025
Q4 		$380K Hold
2,328
– – 0.14% 49
2025
Q3 		$368K Hold
2,328
– – 0.14% 47
2025
Q2 		$347K Hold
2,328
– – 0.14% 46
2025
Q1 		$344K Hold
2,328
– – 0.14% 45
2024
Q4 		$335K Sell
2,328
-150
-6% -$21.9K 0.14% 47
2024
Q3 		$337K Hold
2,478
– – 0.15% 46
2024
Q2 		$293K Hold
2,478
– – 0.14% 51
2024
Q1 		$308K Hold
2,478
– – 0.16% 45
2023
Q4 		$256K Sell
2,478
-114
-4% -$11.6K 0.14% 45
2023
Q3 		$265K Buy
+2,592
New +$271K 0.15% 47

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

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

Lakeshore Financial Planning held its Cincinnati Financial (CINF) position steady in Q2 2026 at 2,328 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #50.

Lakeshore Financial Planning first reported a position in CINF in Q3 2023 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Lakeshore Financial Planning held 2,328 shares of Cincinnati Financial worth $431K as of Q2 2026.
  • Lakeshore Financial Planning left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.14% of Lakeshore Financial Planning's portfolio in Q2 2026, its #50 holding.
  • Lakeshore Financial Planning first reported a position in Cincinnati Financial in Q3 2023 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

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