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Wealth Dimensions Group’s Cincinnati Financial CINF Stock Holding History

Wealth Dimensions 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 		$1.45M Buy
7,849
+11
+0.1% +$1.82K 0.26% 51
2026
Q1 		$1.23M Hold
7,838
– – 0.24% 51
2025
Q4 		$1.28M Buy
7,838
+32
+0.4% +$5.18K 0.25% 50
2025
Q3 		$1.23M Sell
7,806
-229
-3% -$34.8K 0.25% 53
2025
Q2 		$1.2M Hold
8,035
– – 0.26% 48
2025
Q1 		$1.19M Sell
8,035
-34
-0.4% -$4.79K 0.28% 49
2024
Q4 		$1.16M Hold
8,069
– – 0.28% 48
2024
Q3 		$1.1M Buy
8,069
+75
+0.9% +$9.7K 0.28% 46
2024
Q2 		$944K Hold
7,994
– – 0.27% 48
2024
Q1 		$993K Hold
7,994
– – 0.29% 43
2023
Q4 		$827K Sell
7,994
-855
-10% -$86.8K 0.26% 47
2023
Q3 		$905K Sell
8,849
-190
-2% -$19.9K 0.33% 43
2023
Q2 		$880K Sell
9,039
-718
-7% -$74.2K 0.32% 43
2023
Q1 		$1.09M Sell
9,757
-4,833
-33% -$550K 0.42% 36
2022
Q4 		$1.49M Buy
14,590
+6,927
+90% +$714K 0.61% 30
2022
Q3 		$686K Hold
7,663
– – 0.34% 43
2022
Q2 		$912K Sell
7,663
-181
-2% -$23K 0.43% 38
2022
Q1 		$1.07M Hold
7,844
– – 0.49% 33
2021
Q4 		$894K Hold
7,844
– – 0.44% 37
2021
Q3 		$896K Hold
7,844
– – 0.57% 31
2021
Q2 		$915K Sell
7,844
-37
-0.5% -$4.27K 0.62% 31
2021
Q1 		$812K Hold
7,881
– – 0.63% 30
2020
Q4 		$689K Buy
+7,881
New +$629K 0.59% 29

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

Wealth Dimensions Group's CINF Position: Q2 2026 in Review

Wealth Dimensions Group increased its Cincinnati Financial (CINF) stake by 0.14% in Q2 2026, buying an estimated $1.82K and bringing the position to 7,849 shares worth $1.45M. The position accounts for 0.26% of the portfolio, ranked #51.

Wealth Dimensions Group first reported a position in CINF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2022. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Wealth Dimensions Group held 7,849 shares of Cincinnati Financial worth $1.45M as of Q2 2026.
  • Wealth Dimensions Group bought 11 Cincinnati Financial shares in Q2 2026, an estimated $1.82K.
  • Cincinnati Financial made up 0.26% of Wealth Dimensions Group's portfolio in Q2 2026, its #51 holding.
  • Wealth Dimensions Group first reported a position in Cincinnati Financial in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Cincinnati Financial position peaked at $1.49M in Q4 2022.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.