Avantax Advisory Services’s Cincinnati Financial CINF Stock Holding History

Avantax Advisory Services’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	$2.46M	Sell	16,528 -699	-4%	-$100K	0.01%	697
2025 Q1	$2.54M	Buy	17,227 +1,024	+6%	+$144K	0.02%	646
2024 Q4	$2.33M	Buy	16,203 +226	+1%	+$33K	0.01%	647
2024 Q3	$2.17M	Buy	15,977 +370	+2%	+$47.9K	0.01%	658
2024 Q2	$1.84M	Buy	15,607 +10,003	+178%	+$1.17M	0.01%	694
2024 Q1	$696K	Buy	5,604 +1,085	+24%	+$122K	0.01%	899
2023 Q4	$468K	Sell	4,519 -127	-3%	-$12.9K	﹤0.01%	1026
2023 Q3	$475K	Buy	4,646 +86	+2%	+$8.99K	0.01%	967
2023 Q2	$444K	Buy	4,560 +30	+0.7%	+$3.1K	0.01%	991
2023 Q1	$508K	Sell	4,530 -18	-0.4%	-$2.05K	0.01%	909
2022 Q4	$466K	Buy	4,548 +39	+0.9%	+$4.02K	0.01%	897
2022 Q3	$404K	Sell	4,509 -878	-16%	-$90.4K	0.01%	876
2022 Q2	$641K	Buy	5,387 +943	+21%	+$120K	0.01%	683
2022 Q1	$604K	Buy	4,444 +207	+5%	+$25.4K	0.01%	718
2021 Q4	$483K	Buy	4,237 +740	+21%	+$87.5K	0.01%	771
2021 Q3	$399K	Buy	3,497 +1	+0%	+$119	0.01%	802
2021 Q2	$409K	Buy	3,496 +8	+0.2%	+$924	0.01%	778
2021 Q1	$359K	Buy	3,488 +1	+0%	+$96	0.01%	731
2020 Q4	$305K	Sell	3,487 -6,516	-65%	-$520K	0.01%	717
2020 Q3	$781K	Buy	10,003 +5,688	+132%	+$441K	0.01%	621
2020 Q2	$276K	Hold	4,315	–	–	0.01%	675
2020 Q1	$325K	Hold	4,315	–	–	0.01%	548
2019 Q4	$456K	Buy	+4,315	New	+$472K	0.01%	504

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's CINF Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cincinnati Financial (CINF) stake by 4.1% in Q2 2025, selling an estimated $100K and leaving 16,528 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #697.

Avantax Advisory Services first reported a position in CINF in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.54M in Q1 2025. 865 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

Avantax Advisory Services held 16,528 shares of Cincinnati Financial worth $2.46M as of Q2 2025.
Avantax Advisory Services sold 699 Cincinnati Financial shares in Q2 2025, an estimated $100K.
Cincinnati Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #697 holding.
Avantax Advisory Services first reported a position in Cincinnati Financial in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Cincinnati Financial position peaked at $2.54M in Q1 2025.
865 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.