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SHP Wealth Management’s Cincinnati Financial CINF Stock Holding History

SHP 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 		$44.4K Buy
282
+10
+4% +$1.63K ﹤0.01% 519
2025
Q4 		$44.4K Buy
+272
New +$44.1K ﹤0.01% 499

Other funds holding CINF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Cincinnati Financial (CINF) stake by 3.7% in Q1 2026, buying an estimated $1.63K and bringing the position to 282 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

SHP Wealth Management first reported a position in CINF in Q4 2025 and has held it in 2 quarters since. The position peaked at $44.4K in Q4 2025. 923 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • SHP Wealth Management held 282 shares of Cincinnati Financial worth $44.4K as of Q1 2026.
  • SHP Wealth Management bought 10 Cincinnati Financial shares in Q1 2026, an estimated $1.63K.
  • Cincinnati Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #519 holding.
  • SHP Wealth Management first reported a position in Cincinnati Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Cincinnati Financial position peaked at $44.4K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.