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Legacy Wealth Management (Idaho)’s Cincinnati Financial CINF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-245
Closed -$38.6K – 321
2026
Q1 		$38.6K Hold
245
– – 0.02% 304
2025
Q4 		$40K Buy
245
+108
+79% +$17.5K 0.02% 246
2025
Q3 		$21.7K Hold
137
– – 0.01% 260
2025
Q2 		$20.4K Hold
137
– – 0.01% 242
2025
Q1 		$20.2K Hold
137
– – 0.01% 249
2024
Q4 		$18.8K Sell
137
-51
-27% -$7.45K 0.01% 224
2024
Q3 		$28.3K Buy
+188
New +$24.3K 0.02% 172

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

Legacy Wealth Management (Idaho)'s CINF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Cincinnati Financial (CINF) in Q2 2026, closing a stake of 245 shares — an estimated $38.6K sold.

Legacy Wealth Management (Idaho) first reported a position in CINF in Q3 2024 and held it in 7 quarters. The position peaked at $40K in Q4 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Cincinnati Financial position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 245 Cincinnati Financial shares in Q2 2026, an estimated $38.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Cincinnati Financial in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Cincinnati Financial position peaked at $40K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.