Principia Wealth Advisory’s Cincinnati Financial CINF Stock Holding History

Principia Wealth Advisory’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	$2.41K	Hold	13	–	–	﹤0.01%	540
2026 Q1	$2.05K	Buy	13 +1	+8%	+$163	﹤0.01%	514
2025 Q4	$1.96K	Buy	12 +1	+9%	+$162	﹤0.01%	474
2025 Q3	$1.74K	Buy	11 +1	+10%	+$152	﹤0.01%	467
2025 Q2	$1.49K	Buy	10 +6	+150%	+$859	﹤0.01%	460
2025 Q1	$539	Sell	4 -1	-20%	-$141	﹤0.01%	549
2024 Q4	$719	Buy	+5	New	+$730	﹤0.01%	440

Other funds holding CINF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's CINF Position: Q2 2026 in Review

Principia Wealth Advisory held its Cincinnati Financial (CINF) position steady in Q2 2026 at 13 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Principia Wealth Advisory first reported a position in CINF in Q4 2024 and has held it in 7 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

Principia Wealth Advisory held 13 shares of Cincinnati Financial worth $2.41K as of Q2 2026.
Principia Wealth Advisory left its Cincinnati Financial share count unchanged in Q2 2026.
Cincinnati Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #540 holding.
Principia Wealth Advisory first reported a position in Cincinnati Financial in Q4 2024 and has held it in 7 quarters since.
953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.