Total Wealth Planning & Management’s Cincinnati Financial CINF Stock Holding History

Total Wealth Planning & 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
2025 Q2	$153K	Buy	+19,300	New	+$2.76M	0.12%	198

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Wealth Planning & Management's CINF Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Cincinnati Financial (CINF) in Q2 2025: 19,300 shares worth $153K. The stake represents 0.12% of the portfolio and ranks #198 among its holdings.

864 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

Total Wealth Planning & Management held 19,300 shares of Cincinnati Financial worth $153K as of Q2 2025.
Cincinnati Financial was a new Total Wealth Planning & Management position in Q2 2025.
Cincinnati Financial made up 0.12% of Total Wealth Planning & Management's portfolio in Q2 2025, its #198 holding.
864 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.