WANY
CINF icon

Wealthspire Advisors (New York)’s Cincinnati Financial CINF Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,667
Closed -$272K – 962
2025
Q4 		$272K Buy
1,667
+848
+104% +$137K ﹤0.01% 846
2025
Q3 		$129K Buy
+819
New +$124K ﹤0.01% 928
2019
Q1 		– Sell
-218
Closed -$17K – 184
2018
Q4 		$17K Buy
+218
New +$17K ﹤0.01% 372

Other funds holding CINF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s CINF Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Cincinnati Financial (CINF) in Q1 2026, closing a stake of 1,667 shares — an estimated $272K sold.

Wealthspire Advisors (New York) first reported a position in CINF in Q4 2018 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 921 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Cincinnati Financial position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,667 Cincinnati Financial shares in Q1 2026, an estimated $272K.
  • Wealthspire Advisors (New York) first reported a position in Cincinnati Financial in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Cincinnati Financial position peaked at $272K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.