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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
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 $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

Pinnacle Wealth Planning Services's CINF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cincinnati Financial (CINF) stake by 0.94% in Q1 2026, buying an estimated $813 and bringing the position to 538 shares worth $84.7K. The position accounts for 0.01% of the portfolio, ranked #881.

Pinnacle Wealth Planning Services first reported a position in CINF in Q4 2020 and has held it in 3 quarters since. The position peaked at $87K in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 538 shares of Cincinnati Financial worth $84.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Cincinnati Financial shares in Q1 2026, an estimated $813.
  • Cincinnati Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #881 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cincinnati Financial in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Cincinnati Financial position peaked at $87K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.