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Smith Salley Wealth Management’s Cincinnati Financial CINF Stock Holding History

Smith Salley 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 		– Sell
-1,496
Closed -$235K – 279
2026
Q1 		$235K Buy
+1,496
New +$243K 0.01% 245

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

Smith Salley Wealth Management's CINF Position: Q2 2026 in Review

Smith Salley Wealth Management sold out of Cincinnati Financial (CINF) in Q2 2026, closing a stake of 1,496 shares — an estimated $235K sold.

Smith Salley Wealth Management first reported a position in CINF in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Smith Salley Wealth Management reported no remaining Cincinnati Financial position as of Q2 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,496 Cincinnati Financial shares in Q2 2026, an estimated $235K.
  • Smith Salley Wealth Management first reported a position in Cincinnati Financial in Q1 2026 and held it in 1 quarter.
  • Smith Salley Wealth Management's Cincinnati Financial position peaked at $235K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.