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Private Wealth Asset Management’s Cincinnati Financial CINF Stock Holding History

Private Wealth Asset Management’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 		$22K Hold
119
– – ﹤0.01% 550
2026
Q1 		$18.7K Sell
119
-2
-2% -$325 ﹤0.01% 576
2025
Q4 		$19.8K Sell
121
-142
-54% -$23K ﹤0.01% 560
2025
Q3 		$41.6K Hold
263
– – ﹤0.01% 424
2025
Q2 		$39.2K Hold
263
– – 0.01% 430
2025
Q1 		$38.9K Buy
+263
New +$37K 0.01% 418

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

Private Wealth Asset Management's CINF Position: Q2 2026 in Review

Private Wealth Asset Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 119 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Private Wealth Asset Management first reported a position in CINF in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.6K in Q3 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Private Wealth Asset Management held 119 shares of Cincinnati Financial worth $22K as of Q2 2026.
  • Private Wealth Asset Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #550 holding.
  • Private Wealth Asset Management first reported a position in Cincinnati Financial in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Cincinnati Financial position peaked at $41.6K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.