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Wilkerson Advisory Group’s Cincinnati Financial CINF Stock Holding History

Wilkerson Advisory 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 		$7.22K Sell
39
-42
-52% -$6.96K ﹤0.01% 464
2026
Q1 		$12.7K Buy
81
+1
+1% +$163 ﹤0.01% 364
2025
Q4 		$13.1K Buy
+80
New +$13K ﹤0.01% 295

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

Wilkerson Advisory Group's CINF Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Cincinnati Financial (CINF) stake by 52% in Q2 2026, selling an estimated $6.96K and leaving 39 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Wilkerson Advisory Group first reported a position in CINF in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q4 2025. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Wilkerson Advisory Group held 39 shares of Cincinnati Financial worth $7.22K as of Q2 2026.
  • Wilkerson Advisory Group sold 42 Cincinnati Financial shares in Q2 2026, an estimated $6.96K.
  • Cincinnati Financial made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #464 holding.
  • Wilkerson Advisory Group first reported a position in Cincinnati Financial in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Cincinnati Financial position peaked at $13.1K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.