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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Dimensions Group's CINF Position: Q1 2026 in Review

Wealth Dimensions Group held its Cincinnati Financial (CINF) position steady in Q1 2026 at 7,838 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #51.

Wealth Dimensions Group first reported a position in CINF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2022. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Wealth Dimensions Group held 7,838 shares of Cincinnati Financial worth $1.23M as of Q1 2026.
  • Wealth Dimensions Group left its Cincinnati Financial share count unchanged in Q1 2026.
  • Cincinnati Financial made up 0.24% of Wealth Dimensions Group's portfolio in Q1 2026, its #51 holding.
  • Wealth Dimensions Group first reported a position in Cincinnati Financial in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Cincinnati Financial position peaked at $1.49M in Q4 2022.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.