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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's CINF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 1,997 shares — an estimated $295K sold.

Atria Wealth Solutions first reported a position in CINF in Q1 2022 and held it in 6 quarters. The position peaked at $1.74M in Q1 2022. 865 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,997 Cincinnati Financial shares in Q2 2025, an estimated $295K.
  • Atria Wealth Solutions first reported a position in Cincinnati Financial in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Cincinnati Financial position peaked at $1.74M in Q1 2022.
  • 865 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.