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Bernard Wealth Management’s Cincinnati Financial CINF Stock Holding History

Bernard Wealth Management’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
-11
Closed -$1.63K – 327
2025
Q1 		$1.63K Buy
+11
New +$1.55K ﹤0.01% 321

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $570B AUM 27.57% 1-Year Est. Return

Bernard Wealth Management's CINF Position: Q2 2025 in Review

Bernard Wealth Management sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 11 shares — an estimated $1.63K sold.

Bernard Wealth Management first reported a position in CINF in Q1 2025 and held it in 1 quarter. The position peaked at $1.63K in Q1 2025. 864 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

  • Bernard Wealth Management reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 11 Cincinnati Financial shares in Q2 2025, an estimated $1.63K.
  • Bernard Wealth Management first reported a position in Cincinnati Financial in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Cincinnati Financial position peaked at $1.63K in Q1 2025.
  • 864 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.