Wealthquest’s Cincinnati Financial CINF Stock Holding History

Wealthquest’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	$252K	Buy	1,360 +71	+6%	+$11.8K	0.02%	149
2026 Q1	$203K	Sell	1,289 -67	-5%	-$10.9K	0.01%	147
2025 Q4	$221K	Buy	+1,356	New	+$220K	0.02%	136
2025 Q3	–	Sell	-1,525	Closed	-$227K	–	59
2025 Q2	$227K	Buy	1,525 +22	+1%	+$3.15K	0.02%	127
2025 Q1	$222K	Sell	1,503 -9	-0.6%	-$1.27K	0.02%	124
2024 Q4	$217K	Buy	1,512 +9	+0.6%	+$1.31K	0.02%	121
2024 Q3	$206K	Sell	1,503 -1,642	-52%	-$212K	0.02%	125
2024 Q2	$371K	Hold	3,145	–	–	0.04%	86
2024 Q1	$391K	Hold	3,145	–	–	0.04%	84
2023 Q4	$325K	Hold	3,145	–	–	0.04%	100
2023 Q3	$322K	Hold	3,145	–	–	0.04%	98
2023 Q2	$306K	Hold	3,145	–	–	0.04%	95
2023 Q1	$352K	Hold	3,145	–	–	0.05%	84
2022 Q4	$322K	Hold	3,145	–	–	0.04%	93
2022 Q3	$281K	Hold	3,145	–	–	0.04%	98
2022 Q2	$374K	Hold	3,145	–	–	0.06%	84
2022 Q1	$358K	Hold	3,145	–	–	0.05%	95
2021 Q4	$358K	Hold	3,145	–	–	0.05%	95
2021 Q3	$359K	Sell	3,145 -1,205	-28%	-$143K	0.06%	91
2021 Q2	$507K	Hold	4,350	–	–	0.09%	78
2021 Q1	$448K	Hold	4,350	–	–	0.08%	85
2020 Q4	$380K	Sell	4,350 -500	-10%	-$39.9K	0.08%	89
2020 Q3	$378K	Hold	4,850	–	–	0.09%	73
2020 Q2	$310K	Buy	+4,850	New	+$320K	0.08%	85
2019 Q4	$509K	Hold	4,850	–	–	0.15%	79
2019 Q3	$565K	Hold	4,850	–	–	0.19%	72
2019 Q2	$502K	Sell	4,850 -8	-0.2%	-$768	0.19%	77
2019 Q1	$417K	Hold	4,858	–	–	0.16%	82
2018 Q4	$376K	Buy	+4,858	New	+$378K	0.15%	86

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthquest's CINF Position: Q2 2026 in Review

Wealthquest increased its Cincinnati Financial (CINF) stake by 5.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,360 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #149.

Wealthquest first reported a position in CINF in Q4 2018 and has held it in 29 quarters since. The position peaked at $565K in Q3 2019. 283 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

Wealthquest held 1,360 shares of Cincinnati Financial worth $252K as of Q2 2026.
Wealthquest bought 71 Cincinnati Financial shares in Q2 2026, an estimated $11.8K.
Cincinnati Financial made up 0.02% of Wealthquest's portfolio in Q2 2026, its #149 holding.
Wealthquest first reported a position in Cincinnati Financial in Q4 2018 and has held it in 29 quarters since.
Wealthquest's Cincinnati Financial position peaked at $565K in Q3 2019.
283 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.