MA
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Montag & Associates’s Cincinnati Financial CINF Stock Holding History

Montag & Associates’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 		$55.6K Buy
351
+302
+616% +$49.1K ﹤0.01% 577
2025
Q4 		$8.06K Buy
49
+7
+17% +$1.13K ﹤0.01% 784
2025
Q3 		$6.71K Hold
42
– – ﹤0.01% 799
2025
Q2 		$6.33K Buy
42
+13
+45% +$1.86K ﹤0.01% 783
2025
Q1 		$4.33K Buy
+29
New +$4.08K ﹤0.01% 853
2024
Q4 		– Hold
0
– -$2 – 1001
2024
Q3 		– Hold
0
– – – 1027
2023
Q4 		– Hold
0
– -$35 – 920
2023
Q3 		– Sell
-46
Closed -$4.81K – 901
2023
Q2 		$4.51K Buy
46
+4
+10% +$413 ﹤0.01% 830
2023
Q1 		$4.74K Hold
42
– – ﹤0.01% 824
2022
Q4 		$4.33K Buy
+42
New +$4.33K ﹤0.01% 827

Other funds holding CINF

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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