CarsonAllaria Wealth Management’s Cincinnati Financial CINF Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-28	Closed	-$4.3K	–	125
2025 Q2	$4.3K	Hold	28	–	–	﹤0.01%	293
2025 Q1	$4.24K	Hold	28	–	–	﹤0.01%	297
2024 Q4	$4.1K	Hold	28	–	–	﹤0.01%	291
2024 Q3	$3.87K	Hold	28	–	–	﹤0.01%	318
2024 Q2	$3.33K	Hold	28	–	–	﹤0.01%	305
2024 Q1	$3.48K	Buy	28 +1	+4%	+$113	﹤0.01%	308
2023 Q4	$2.88K	Hold	27	–	–	﹤0.01%	285
2023 Q3	$2.83K	Hold	27	–	–	﹤0.01%	290
2023 Q2	$2.67K	Hold	27	–	–	﹤0.01%	299
2023 Q1	$3.05K	Hold	27	–	–	﹤0.01%	281
2022 Q4	$3K	Hold	27	–	–	﹤0.01%	259
2022 Q3	$2K	Buy	27 +1	+4%	+$103	﹤0.01%	275
2022 Q2	$3K	Sell	26 -1	-4%	-$127	﹤0.01%	259
2022 Q1	$4K	Buy	27 +1	+4%	+$123	﹤0.01%	258
2021 Q4	$3K	Buy	+26	New	+$3.08K	﹤0.01%	296

Other funds holding CINF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CarsonAllaria Wealth Management's CINF Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 28 shares — an estimated $4.3K sold.

CarsonAllaria Wealth Management first reported a position in CINF in Q4 2021 and held it in 15 quarters. The position peaked at $4.3K in Q2 2025. 870 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 28 Cincinnati Financial shares in Q3 2025, an estimated $4.3K.
CarsonAllaria Wealth Management first reported a position in Cincinnati Financial in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Cincinnati Financial position peaked at $4.3K in Q2 2025.
870 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.