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Shepherd Wealth Management’s Cincinnati Financial CINF Stock Holding History

Shepherd Wealth 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
Q1 		$241K Buy
+1,500
New +$244K 0.18% 43

Other funds holding CINF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Wealth Management's CINF Position: Q1 2026 in Review

Shepherd Wealth Management opened a new position in Cincinnati Financial (CINF) in Q1 2026: 1,500 shares worth $241K. The stake represents 0.18% of the portfolio and ranks #43 among its holdings.

918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Shepherd Wealth Management held 1,500 shares of Cincinnati Financial worth $241K as of Q1 2026.
  • Cincinnati Financial was a new Shepherd Wealth Management position in Q1 2026.
  • Cincinnati Financial made up 0.18% of Shepherd Wealth Management's portfolio in Q1 2026, its #43 holding.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.