WIM
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WealthPlan Investment Management’s Cincinnati Financial CINF Stock Holding History

WealthPlan Investment 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
2026
Q2 		$376K Buy
2,029
+134
+7% +$22.2K 0.02% 368
2026
Q1 		$298K Buy
1,895
+13
+0.7% +$2.11K 0.02% 394
2025
Q4 		$307K Sell
1,882
-240
-11% -$38.9K 0.02% 311
2025
Q3 		$335K Buy
2,122
+13
+0.6% +$1.97K 0.02% 267
2025
Q2 		$314K Buy
2,109
+17
+0.8% +$2.44K 0.02% 284
2025
Q1 		$309K Buy
2,092
+12
+0.6% +$1.69K 0.03% 219
2024
Q4 		$299K Buy
2,080
+12
+0.6% +$1.75K 0.03% 221
2024
Q3 		$281K Buy
2,068
+14
+0.7% +$1.81K 0.03% 213
2024
Q2 		$243K Buy
2,054
+14
+0.7% +$1.64K 0.04% 168
2024
Q1 		$253K Sell
2,040
-1,827
-47% -$206K 0.04% 167
2023
Q4 		$400K Sell
3,867
-21
-0.5% -$2.13K 0.06% 133
2023
Q3 		$398K Buy
3,888
+2,864
+280% +$299K 0.07% 126
2023
Q2 		$99.7K Sell
1,024
-2,808
-73% -$290K 0.03% 154
2023
Q1 		$430K Sell
3,832
-2,918
-43% -$332K 0.07% 124
2022
Q4 		$858K Buy
6,750
+23
+0.3% +$2.37K 0.06% 186
2022
Q3 		$705K Buy
+6,727
New +$693K 0.05% 196
2022
Q1 		$831K Buy
+6,777
New +$833K 0.06% 189

Other funds holding CINF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WealthPlan Investment Management's CINF Position: Q2 2026 in Review

WealthPlan Investment Management increased its Cincinnati Financial (CINF) stake by 7.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,029 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #368.

WealthPlan Investment Management first reported a position in CINF in Q1 2022 and has held it in 17 quarters since. The position peaked at $858K in Q4 2022. 319 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • WealthPlan Investment Management held 2,029 shares of Cincinnati Financial worth $376K as of Q2 2026.
  • WealthPlan Investment Management bought 134 Cincinnati Financial shares in Q2 2026, an estimated $22.2K.
  • Cincinnati Financial made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #368 holding.
  • WealthPlan Investment Management first reported a position in Cincinnati Financial in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Cincinnati Financial position peaked at $858K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.