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Bison Wealth’s Cincinnati Financial CINF Stock Holding History

Bison Wealth’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
2024
Q4 		$210K Buy
+1,462
New +$213K 0.05% 295
2024
Q3 		– Sell
-2,696
Closed -$335K – 429
2024
Q2 		$335K Hold
2,696
– – 0.05% 311
2024
Q1 		$335K Buy
2,696
+284
+12% +$32K 0.05% 311
2023
Q4 		$250K Buy
2,412
+80
+3% +$8.12K 0.04% 349
2023
Q3 		$239K Buy
2,332
+4
+0.2% +$418 0.05% 339
2023
Q2 		$227K Buy
+2,328
New +$241K 0.04% 339
2020
Q2 		– Sell
-11,385
Closed -$859K – 354
2020
Q1 		$859K Hold
11,385
– – 0.62% 43
2019
Q4 		$1.2M Buy
+11,385
New +$1.24M 0.57% 48

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bison Wealth's CINF Position: Q4 2024 in Review

Bison Wealth opened a new position in Cincinnati Financial (CINF) in Q4 2024: 1,462 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings. This is a return to the name: Bison Wealth previously reported a position in CINF as recently as Q2 2024.

Bison Wealth first reported a position in CINF in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2019. 843 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

  • Bison Wealth held 1,462 shares of Cincinnati Financial worth $210K as of Q4 2024.
  • Cincinnati Financial was a new Bison Wealth position in Q4 2024.
  • Cincinnati Financial made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #295 holding.
  • Bison Wealth first reported a position in Cincinnati Financial in Q4 2019 and has held it in 8 quarters since.
  • Bison Wealth's Cincinnati Financial position peaked at $1.2M in Q4 2019.
  • 843 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.