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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
Q2 		$275K Sell
1,482
-35
-2% -$5.8K 0.01% 1010
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CINF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Cincinnati Financial (CINF) stake by 2.3% in Q2 2026, selling an estimated $5.8K and leaving 1,482 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1010.

Mount Yale Investment Advisors first reported a position in CINF in Q2 2025 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Mount Yale Investment Advisors held 1,482 shares of Cincinnati Financial worth $275K as of Q2 2026.
  • Mount Yale Investment Advisors sold 35 Cincinnati Financial shares in Q2 2026, an estimated $5.8K.
  • Cincinnati Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1010 holding.
  • Mount Yale Investment Advisors first reported a position in Cincinnati Financial in Q2 2025 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.