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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
Q2 		$259K Hold
1,500
– – 0.14% 48
2026
Q1 		$241K Buy
+1,500
New +$244K 0.18% 43

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

Shepherd Wealth Management's CINF Position: Q2 2026 in Review

Shepherd Wealth Management held its Cincinnati Financial (CINF) position steady in Q2 2026 at 1,500 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #48.

Shepherd Wealth Management first reported a position in CINF in Q1 2026 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Shepherd Wealth Management held 1,500 shares of Cincinnati Financial worth $259K as of Q2 2026.
  • Shepherd Wealth Management left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up 0.14% of Shepherd Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Shepherd Wealth Management first reported a position in Cincinnati Financial in Q1 2026 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.