Planned Solutions’s Cincinnati Financial CINF Stock Holding History

Planned Solutions’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 Q3	$335K	Hold	2,105	–	–	0.09%	104
2026 Q2	$390K	Hold	2,105	–	–	0.11%	93
2026 Q1	$331K	Hold	2,105	–	–	0.11%	95
2025 Q4	$344K	Buy	2,105 +103	+5%	+$16.7K	0.11%	93
2025 Q3	$317K	Buy	2,002 +60	+3%	+$9.11K	0.11%	96
2025 Q2	$289K	Buy	1,942 +33	+2%	+$4.73K	0.11%	94
2025 Q1	$282K	Hold	1,909	–	–	0.11%	89
2024 Q4	$274K	Hold	1,909	–	–	0.11%	84
2024 Q3	$260K	Buy	+1,909	New	+$247K	0.1%	89
2024 Q1	–	Sell	-1,289	Closed	-$133K	–	170
2023 Q4	$133K	Buy	+1,289	New	+$131K	0.06%	139
2021 Q1	–	Sell	-1,000	Closed	-$87K	–	119
2020 Q4	$87K	Hold	1,000	–	–	0.07%	116
2020 Q3	$78K	Buy	+1,000	New	+$77.5K	0.08%	99

Other funds holding CINF

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Planned Solutions's CINF Position: Q3 2026 in Review

Planned Solutions held its Cincinnati Financial (CINF) position steady in Q3 2026 at 2,105 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #104.

Planned Solutions first reported a position in CINF in Q3 2020 and has held it in 12 quarters since. The position peaked at $390K in Q2 2026. 138 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

Planned Solutions held 2,105 shares of Cincinnati Financial worth $335K as of Q3 2026.
Planned Solutions left its Cincinnati Financial share count unchanged in Q3 2026.
Cincinnati Financial made up 0.09% of Planned Solutions's portfolio in Q3 2026, its #104 holding.
Planned Solutions first reported a position in Cincinnati Financial in Q3 2020 and has held it in 12 quarters since.
Planned Solutions's Cincinnati Financial position peaked at $390K in Q2 2026.
138 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.