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B. Riley Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-1,482
Closed -$221K – 1092
2025
Q2 		$221K Sell
1,482
-119
-7% -$17K 0.01% 846
2025
Q1 		$237K Buy
1,601
+30
+2% +$4.22K 0.01% 1085
2024
Q4 		$227K Sell
1,571
-568
-27% -$82.9K 0.01% 987
2024
Q3 		$293K Buy
2,139
+37
+2% +$4.79K 0.01% 969
2024
Q2 		$250K Sell
2,102
-483
-19% -$56.6K 0.01% 1114
2024
Q1 		$266K Buy
2,585
+444
+21% +$50.1K 0.01% 1102
2023
Q4 		$223K Sell
2,141
-444
-17% -$45.1K 0.01% 1203
2023
Q3 		$266K Sell
2,585
-10,879
-81% -$1.14M 0.01% 1102
2023
Q2 		$1.31M Buy
13,464
+8,394
+166% +$867K 0.03% 481
2023
Q1 		$572K Buy
5,070
+95
+2% +$10.8K 0.02% 748
2022
Q4 		$513K Sell
4,975
-270
-5% -$27.8K 0.01% 784
2022
Q3 		$471K Buy
5,245
+3,362
+179% +$346K 0.01% 781
2022
Q2 		$225K Sell
1,883
-2,592
-58% -$329K 0.01% 997
2022
Q1 		$609K Sell
4,475
-85
-2% -$10.4K 0.02% 655
2021
Q4 		$520K Buy
4,560
+147
+3% +$17.4K 0.02% 786
2021
Q3 		$504K Buy
4,413
+213
+5% +$25.3K 0.02% 775
2021
Q2 		$490K Sell
4,200
-28
-0.7% -$3.23K 0.02% 778
2021
Q1 		$436K Buy
+4,228
New +$405K 0.02% 805
2020
Q1 		– Sell
-11,036
Closed -$1.16M – 811
2019
Q4 		$1.16M Buy
11,036
+5,267
+91% +$576K 0.1% 222
2019
Q3 		$674K Buy
+5,769
New +$634K 0.07% 310
2015
Q1 		– Sell
-134
Closed -$7K – 804
2014
Q4 		$7K Buy
+134
New +$6.7K ﹤0.01% 3007
2014
Q3 		– Sell
-1,363
Closed -$65.5K – 850
2014
Q2 		$65.5K Sell
1,363
-2,563
-65% -$125K 0.02% 905
2014
Q1 		$191K Sell
3,926
-6,688
-63% -$322K 0.06% 403
2013
Q4 		$556K Buy
+10,614
New +$537K 0.18% 138

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's CINF Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 1,482 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in CINF in Q4 2013 and held it in 24 quarters. The position peaked at $1.31M in Q2 2023. 870 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,482 Cincinnati Financial shares in Q3 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in Cincinnati Financial in Q4 2013 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Cincinnati Financial position peaked at $1.31M in Q2 2023.
  • 870 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.