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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
Q2 		$2.75M Sell
14,835
-173
-1% -$28.7K 0.03% 375
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 $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 $3.37T AUM 44.26% 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

NewEdge Wealth's CINF Position: Q2 2026 in Review

NewEdge Wealth reduced its Cincinnati Financial (CINF) stake by 1.2% in Q2 2026, selling an estimated $28.7K and leaving 14,835 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #375.

NewEdge Wealth first reported a position in CINF in Q2 2022 and has held it in 17 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • NewEdge Wealth held 14,835 shares of Cincinnati Financial worth $2.75M as of Q2 2026.
  • NewEdge Wealth sold 173 Cincinnati Financial shares in Q2 2026, an estimated $28.7K.
  • Cincinnati Financial made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #375 holding.
  • NewEdge Wealth first reported a position in Cincinnati Financial in Q2 2022 and has held it in 17 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.