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Root Financial Partners’s Cincinnati Financial CINF Stock Holding History

Root Financial Partners’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 		– Sell
-814
Closed -$128K – 938
2026
Q1 		$128K Buy
814
+133
+20% +$21.6K 0.01% 476
2025
Q4 		$111K Buy
681
+48
+8% +$7.77K 0.01% 432
2025
Q3 		$100K Buy
+633
New +$96.1K 0.01% 452

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

Root Financial Partners's CINF Position: Q2 2026 in Review

Root Financial Partners sold out of Cincinnati Financial (CINF) in Q2 2026, closing a stake of 814 shares — an estimated $128K sold.

Root Financial Partners first reported a position in CINF in Q3 2025 and held it in 3 quarters. The position peaked at $128K in Q1 2026. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Root Financial Partners reported no remaining Cincinnati Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 814 Cincinnati Financial shares in Q2 2026, an estimated $128K.
  • Root Financial Partners first reported a position in Cincinnati Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cincinnati Financial position peaked at $128K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.