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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Planned Solutions's CINF Position: Q2 2026 in Review

Planned Solutions held its Cincinnati Financial (CINF) position steady in Q2 2026 at 2,105 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #93.

Planned Solutions first reported a position in CINF in Q3 2020 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Planned Solutions held 2,105 shares of Cincinnati Financial worth $390K as of Q2 2026.
  • Planned Solutions left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.11% of Planned Solutions's portfolio in Q2 2026, its #93 holding.
  • Planned Solutions first reported a position in Cincinnati Financial in Q3 2020 and has held it in 11 quarters since.
  • 132 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.