TWD
CINF icon

True Wealth Design’s Cincinnati Financial CINF Stock Holding History

True Wealth Design’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 		$38.3K Sell
207
-61
-23% -$10.1K 0.01% 587
2026
Q1 		$42.2K Buy
268
+3
+1% +$488 0.01% 455
2025
Q4 		$43.3K Sell
265
-2
-0.7% -$324 0.01% 371
2025
Q3 		$42.2K Sell
267
-4
-1% -$607 0.01% 365
2025
Q2 		$40.4K Sell
271
-4
-1% -$573 0.01% 237
2025
Q1 		$40.6K Sell
275
-40
-13% -$5.63K 0.02% 231
2024
Q4 		$45.3K Buy
315
+10
+3% +$1.46K 0.02% 185
2024
Q3 		$41.5K Buy
+305
New +$39.4K 0.02% 170

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

True Wealth Design's CINF Position: Q2 2026 in Review

True Wealth Design reduced its Cincinnati Financial (CINF) stake by 23% in Q2 2026, selling an estimated $10.1K and leaving 207 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #587.

True Wealth Design first reported a position in CINF in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.3K in Q4 2024. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • True Wealth Design held 207 shares of Cincinnati Financial worth $38.3K as of Q2 2026.
  • True Wealth Design sold 61 Cincinnati Financial shares in Q2 2026, an estimated $10.1K.
  • Cincinnati Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #587 holding.
  • True Wealth Design first reported a position in Cincinnati Financial in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Cincinnati Financial position peaked at $45.3K in Q4 2024.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.