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Summit Trail Advisors’s Cincinnati Financial CINF Stock Holding History

Summit Trail Advisors’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 		$1.56M Sell
8,437
-1,452
-15% -$241K 0.02% 769
2026
Q1 		$1.56M Buy
9,889
+4,302
+77% +$700K 0.02% 702
2025
Q4 		$917K Buy
5,587
+403
+8% +$65.3K 0.02% 858
2025
Q3 		$823K Buy
5,184
+3,485
+205% +$529K 0.01% 923
2025
Q2 		$255K Buy
+1,699
New +$243K ﹤0.01% 981
2018
Q1 		– Sell
-215
Closed -$17K – 660
2017
Q4 		$17K Buy
+215
New +$16K ﹤0.01% 1077

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

Summit Trail Advisors's CINF Position: Q2 2026 in Review

Summit Trail Advisors reduced its Cincinnati Financial (CINF) stake by 15% in Q2 2026, selling an estimated $241K and leaving 8,437 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #769.

Summit Trail Advisors first reported a position in CINF in Q4 2017 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Summit Trail Advisors held 8,437 shares of Cincinnati Financial worth $1.56M as of Q2 2026.
  • Summit Trail Advisors sold 1,452 Cincinnati Financial shares in Q2 2026, an estimated $241K.
  • Cincinnati Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #769 holding.
  • Summit Trail Advisors first reported a position in Cincinnati Financial in Q4 2017 and has held it in 6 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.