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Pinnacle Wealth Planning Services’s Cincinnati Financial CINF Stock Holding History

Pinnacle Wealth Planning Services’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 		$100K Buy
542
+4
+0.7% +$663 0.01% 865
2026
Q1 		$84.7K Buy
538
+5
+0.9% +$813 0.01% 881
2025
Q4 		$87K Buy
+533
New +$86.3K 0.01% 856
2021
Q1 		– Sell
-55
Closed -$5K – 656
2020
Q4 		$5K Buy
+55
New +$4.39K ﹤0.01% 1640

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

Pinnacle Wealth Planning Services's CINF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cincinnati Financial (CINF) stake by 0.74% in Q2 2026, buying an estimated $663 and bringing the position to 542 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #865.

Pinnacle Wealth Planning Services first reported a position in CINF in Q4 2020 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 542 shares of Cincinnati Financial worth $100K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Cincinnati Financial shares in Q2 2026, an estimated $663.
  • Cincinnati Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #865 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cincinnati Financial in Q4 2020 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.