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Atria Wealth Solutions’s Cincinnati Financial CINF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-1,997
Closed -$295K – 1524
2025
Q1 		$295K Buy
1,997
+471
+31% +$66.3K ﹤0.01% 1475
2024
Q4 		$219K Buy
+1,526
New +$223K ﹤0.01% 1768
2024
Q3 		– Sell
-2,215
Closed -$263K – 1939
2024
Q2 		$263K Buy
2,215
+33
+2% +$3.87K ﹤0.01% 1594
2024
Q1 		$271K Buy
+2,182
New +$246K ﹤0.01% 1625
2022
Q3 		– Sell
-6,916
Closed -$823K – 1770
2022
Q2 		$823K Sell
6,916
-5,870
-46% -$746K 0.02% 775
2022
Q1 		$1.74M Buy
+12,786
New +$1.57M 0.03% 521

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return