Magnolia Wealth Management, LLC CINF CINCINNATI FINL CORP

Ownership history in Magnolia Wealth Management, LLC  ·  2 quarters on record

AI Ownership Summary

Magnolia Wealth Management, LLC reported CINCINNATI FINL CORP (CINF) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows CINF at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CINF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Magnolia Wealth Management, LLC's position in CINCINNATI FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CINF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Magnolia Wealth Management, LLC held CINF — position size vs. price
% of Fund (quarterly)    CINF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 340 -26,520 -98.7% 0.03% $53K 2026-05-07 $162.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Magnolia Wealth Management, LLC and CINF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Magnolia Wealth Management, LLC reported owning CINF?

Magnolia Wealth Management, LLC reported CINF across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CINF position in Magnolia Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CINF was 0.03% in 2026 Q1.

What is the latest reported CINF position on this page?

The most recent filing on this page is 2026 Q1, when Magnolia Wealth Management, LLC reported 340 shares, equal to 0.03% of portfolio, with an estimated market value of $53K.

What does the chart on this CINF ownership page compare?

The chart compares Magnolia Wealth Management, LLC's quarterly CINF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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