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M Holdings Securities’s Cincinnati Financial CINF Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-4,212
Closed -$410K – 216
2023
Q2 		$410K Sell
4,212
-3,180
-43% -$329K 0.08% 124
2023
Q1 		$821K Buy
+7,392
New +$841K 0.09% 182

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

M Holdings Securities's CINF Position: Q2 2026 in Review

M Holdings Securities sold out of Cincinnati Financial (CINF) in Q2 2026, closing a stake of 17,206 shares — an estimated $2.72M sold.

M Holdings Securities first reported a position in CINF in Q2 2016 and held it in 22 quarters. The position peaked at $2.81M in Q4 2025. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • M Holdings Securities reported no remaining Cincinnati Financial position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 17,206 Cincinnati Financial shares in Q2 2026, an estimated $2.72M.
  • M Holdings Securities first reported a position in Cincinnati Financial in Q2 2016 and held it in 22 quarters.
  • M Holdings Securities's Cincinnati Financial position peaked at $2.81M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.