NW
CINF icon

NewEdge Wealth’s Cincinnati Financial CINF Stock Holding History

NewEdge Wealth’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 		$2.36M Sell
15,008
-945
-6% -$154K 0.03% 383
2025
Q4 		$2.61M Buy
15,953
+614
+4% +$99.4K 0.03% 385
2025
Q3 		$2.45M Buy
15,339
+75
+0.5% +$11.4K 0.04% 341
2025
Q2 		$2.31M Buy
15,264
+31
+0.2% +$4.44K 0.04% 349
2025
Q1 		$2.25M Buy
15,233
+262
+2% +$36.9K 0.04% 332
2024
Q4 		$2.15M Buy
14,971
+114
+0.8% +$16.6K 0.04% 340
2024
Q3 		$2.02M Buy
14,857
+252
+2% +$32.6K 0.04% 346
2024
Q2 		$1.72M Buy
14,605
+37
+0.3% +$4.34K 0.04% 347
2024
Q1 		$1.69M Buy
14,568
+1,014
+7% +$114K 0.04% 354
2023
Q4 		$1.4M Buy
13,554
+73
+0.5% +$7.41K 0.04% 353
2023
Q3 		$1.38M Buy
13,481
+119
+0.9% +$12.4K 0.04% 312
2023
Q2 		$1.3M Buy
13,362
+58
+0.4% +$5.99K 0.04% 316
2023
Q1 		$1.49M Buy
13,304
+586
+5% +$66.7K 0.06% 266
2022
Q4 		$1.3M Buy
12,718
+346
+3% +$35.6K 0.06% 259
2022
Q3 		$1.11M Buy
12,372
+2,258
+22% +$233K 0.05% 265
2022
Q2 		$1.2M Buy
+10,114
New +$1.28M 0.05% 268

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

NewEdge Wealth's CINF Position: Q1 2026 in Review

NewEdge Wealth reduced its Cincinnati Financial (CINF) stake by 5.9% in Q1 2026, selling an estimated $154K and leaving 15,008 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #383.

NewEdge Wealth first reported a position in CINF in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.61M in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • NewEdge Wealth held 15,008 shares of Cincinnati Financial worth $2.36M as of Q1 2026.
  • NewEdge Wealth sold 945 Cincinnati Financial shares in Q1 2026, an estimated $154K.
  • Cincinnati Financial made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #383 holding.
  • NewEdge Wealth first reported a position in Cincinnati Financial in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Cincinnati Financial position peaked at $2.61M in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.