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

Private Wealth Management Group’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 		$23.7K Hold
128
– – 0.01% 338
2026
Q1 		$20.1K Hold
128
– – 0.01% 337
2025
Q4 		$20.9K Hold
128
– – 0.01% 315
2025
Q3 		$20.2K Hold
128
– – 0.01% 326
2025
Q2 		$19.1K Hold
128
– – 0.01% 316
2025
Q1 		$18.9K Hold
128
– – 0.01% 309
2024
Q4 		$18.4K Hold
128
– – 0.01% 319
2024
Q3 		$17.4K Hold
128
– – 0.01% 319
2024
Q2 		$15.1K Buy
128
+78
+156% +$9.14K 0.01% 341
2024
Q1 		$6.21K Hold
50
– – ﹤0.01% 556
2023
Q4 		$5.17K Buy
+50
New +$5.08K ﹤0.01% 619

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 Management Group's CINF Position: Q2 2026 in Review

Private Wealth Management Group held its Cincinnati Financial (CINF) position steady in Q2 2026 at 128 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #338.

Private Wealth Management Group first reported a position in CINF in Q4 2023 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Private Wealth Management Group held 128 shares of Cincinnati Financial worth $23.7K as of Q2 2026.
  • Private Wealth Management Group left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #338 holding.
  • Private Wealth Management Group first reported a position in Cincinnati Financial in Q4 2023 and has held it in 11 quarters since.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.