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Medallion Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Medallion Wealth Advisors’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
Q1 		$51.5K Hold
327
– – 0.02% 471
2025
Q4 		$53.4K Hold
327
– – 0.02% 464
2025
Q3 		$51.7K Hold
327
– – 0.02% 462
2025
Q2 		$48.7K Hold
327
– – 0.02% 466
2025
Q1 		$48.3K Hold
327
– – 0.02% 432
2024
Q4 		$48.3K Buy
+327
New +$47.7K 0.02% 414

Other funds holding CINF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's CINF Position: Q1 2026 in Review

Medallion Wealth Advisors held its Cincinnati Financial (CINF) position steady in Q1 2026 at 327 shares worth $51.5K. The position accounts for 0.02% of the portfolio, ranked #471.

Medallion Wealth Advisors first reported a position in CINF in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.4K in Q4 2025. 919 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Medallion Wealth Advisors held 327 shares of Cincinnati Financial worth $51.5K as of Q1 2026.
  • Medallion Wealth Advisors left its Cincinnati Financial share count unchanged in Q1 2026.
  • Cincinnati Financial made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #471 holding.
  • Medallion Wealth Advisors first reported a position in Cincinnati Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Cincinnati Financial position peaked at $53.4K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.