Valeo Financial Advisors
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Valeo Financial Advisors’s Cincinnati Financial CINF Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-10,200
Closed -$653K – 1681
2020
Q2 		$653K Buy
+10,200
New +$673K 0.06% 158

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FFBTD
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's CINF Position: Q3 2026 in Review

Valeo Financial Advisors increased its Cincinnati Financial (CINF) stake by 15% in Q3 2026, buying an estimated $160K and bringing the position to 6,859 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #288.

Valeo Financial Advisors first reported a position in CINF in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.6M in Q2 2021. 73 funds tracked by Wall St. Rank hold CINF as of Q3 2026.

  • Valeo Financial Advisors held 6,859 shares of Cincinnati Financial worth $1.09M as of Q3 2026.
  • Valeo Financial Advisors bought 918 Cincinnati Financial shares in Q3 2026, an estimated $160K.
  • Cincinnati Financial made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #288 holding.
  • Valeo Financial Advisors first reported a position in Cincinnati Financial in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Cincinnati Financial position peaked at $2.6M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.