MYIA
CINF icon

Mount Yale Investment Advisors’s Cincinnati Financial CINF Stock Holding History

Mount Yale Investment 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 		$239K Buy
+1,517
New +$247K 0.01% 992
2025
Q3 		– Sell
-1,083
Closed -$161K – 833
2025
Q2 		$161K Buy
+1,083
New +$155K 0.01% 577

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

Mount Yale Investment Advisors's CINF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Cincinnati Financial (CINF) in Q1 2026: 1,517 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CINF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CINF in Q2 2025 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Mount Yale Investment Advisors held 1,517 shares of Cincinnati Financial worth $239K as of Q1 2026.
  • Cincinnati Financial was a new Mount Yale Investment Advisors position in Q1 2026.
  • Cincinnati Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #992 holding.
  • Mount Yale Investment Advisors first reported a position in Cincinnati Financial in Q2 2025 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.