CWC
CINF icon

Carolinas Wealth Consulting’s Cincinnati Financial CINF Stock Holding History

Carolinas Wealth Consulting’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
-5
Closed -$739 – 163
2025
Q1 		$739 Sell
5
-63
-93% -$8.87K ﹤0.01% 934
2024
Q4 		$9.83K Hold
68
– – ﹤0.01% 548
2024
Q3 		$9.31K Hold
68
– – ﹤0.01% 567
2024
Q2 		$8.03K Hold
68
– – ﹤0.01% 590
2024
Q1 		$8.45K Sell
68
-6,794
-99% -$767K ﹤0.01% 582
2023
Q4 		$18.8K Hold
6,862
– – ﹤0.01% 454
2023
Q3 		$18.4K Sell
6,862
-31
-0.4% -$3.24K ﹤0.01% 447
2023
Q2 		$21.2K Buy
6,893
+28
+0.4% +$2.89K ﹤0.01% 470
2023
Q1 		$20.2K Sell
6,865
-28
-0.4% -$3.19K ﹤0.01% 495
2022
Q4 		$21.9K Buy
6,893
+32
+0.5% +$3.3K 0.01% 481
2022
Q3 		$17K Hold
6,861
– – ﹤0.01% 467
2022
Q2 		$21K Buy
6,861
+6,746
+5,866% +$857K 0.01% 438
2022
Q1 		$16K Hold
115
– – ﹤0.01% 526
2021
Q4 		$13K Hold
115
– – ﹤0.01% 577
2021
Q3 		$13K Hold
115
– – ﹤0.01% 548
2021
Q2 		$13K Hold
115
– – ﹤0.01% 572
2021
Q1 		$12K Hold
115
– – ﹤0.01% 596
2020
Q4 		$10K Buy
115
+110
+2,200% +$8.78K ﹤0.01% 578
2020
Q3 		$0 Hold
5
– – ﹤0.01% 939
2020
Q2 		$0 Buy
+5
New +$330 ﹤0.01% 664

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 $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

Carolinas Wealth Consulting's CINF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 5 shares — an estimated $739 sold.

Carolinas Wealth Consulting first reported a position in CINF in Q2 2020 and held it in 20 quarters. The position peaked at $21.9K in Q4 2022. 865 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Cincinnati Financial shares in Q2 2025, an estimated $739.
  • Carolinas Wealth Consulting first reported a position in Cincinnati Financial in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Cincinnati Financial position peaked at $21.9K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.