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Sound Financial Strategies Group’s Cincinnati Financial CINF Stock Holding History

Sound Financial Strategies Group’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 		$335K Buy
1,809
+36
+2% +$5.97K 0.21% 77
2026
Q1 		$279K Sell
1,773
-2,491
-58% -$405K 0.19% 83
2025
Q4 		$696K Sell
4,264
-482
-10% -$78.1K 0.49% 52
2025
Q3 		$750K Sell
4,746
-808
-15% -$123K 0.55% 53
2025
Q2 		$827K Buy
5,554
+141
+3% +$20.2K 0.7% 35
2025
Q1 		$800K Sell
5,413
-1,181
-18% -$166K 0.71% 30
2024
Q4 		$948K Buy
6,594
+594
+10% +$86.7K 0.79% 13
2024
Q3 		$817K Buy
6,000
+82
+1% +$10.6K 0.66% 33
2024
Q2 		$699K Buy
5,918
+506
+9% +$59.3K 0.61% 37
2024
Q1 		$672K Sell
5,412
-54
-1% -$6.09K 0.56% 26
2023
Q4 		$566K Sell
5,466
-2,348
-30% -$238K 0.48% 41
2023
Q3 		$799K Sell
7,814
-463
-6% -$48.4K 0.66% 40
2023
Q2 		$806K Buy
8,277
+2,253
+37% +$233K 0.59% 50
2023
Q1 		$675K Buy
+6,024
New +$685K 0.45% 40
2022
Q2 		– Sell
-11,842
Closed -$1.61M – 52
2022
Q1 		$1.61M Buy
+11,842
New +$1.45M 0.89% 28
2020
Q4 		– Sell
-9,799
Closed -$764K – 87
2020
Q3 		$764K Sell
9,799
-155
-2% -$12K 0.48% 23
2020
Q2 		$637K Sell
9,954
-38
-0.4% -$2.51K 0.41% 25
2020
Q1 		$754K Sell
9,992
-11,674
-54% -$1.16M 0.51% 18
2019
Q4 		$2.28M Buy
+21,666
New +$2.37M 1.44% 13

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

Sound Financial Strategies Group's CINF Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Cincinnati Financial (CINF) stake by 2% in Q2 2026, buying an estimated $5.97K and bringing the position to 1,809 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #77.

Sound Financial Strategies Group first reported a position in CINF in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.28M in Q4 2019. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Sound Financial Strategies Group held 1,809 shares of Cincinnati Financial worth $335K as of Q2 2026.
  • Sound Financial Strategies Group bought 36 Cincinnati Financial shares in Q2 2026, an estimated $5.97K.
  • Cincinnati Financial made up 0.21% of Sound Financial Strategies Group's portfolio in Q2 2026, its #77 holding.
  • Sound Financial Strategies Group first reported a position in Cincinnati Financial in Q4 2019 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Cincinnati Financial position peaked at $2.28M in Q4 2019.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.