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EverSource Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

EverSource 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
2026
Q2 		$262K Sell
1,413
-658
-32% -$109K 0.01% 873
2026
Q1 		$326K Buy
2,071
+374
+22% +$60.8K 0.01% 807
2025
Q4 		$277K Buy
1,697
+212
+14% +$34.3K 0.01% 802
2025
Q3 		$235K Buy
1,485
+84
+6% +$12.7K 0.01% 826
2025
Q2 		$209K Buy
1,401
+850
+154% +$122K 0.01% 836
2025
Q1 		$81.4K Buy
551
+216
+64% +$30.4K ﹤0.01% 992
2024
Q4 		$48.1K Buy
335
+205
+158% +$29.9K ﹤0.01% 1208
2024
Q3 		$17.7K Buy
130
+36
+38% +$4.66K ﹤0.01% 1555
2024
Q2 		$12.3K Buy
94
+9
+11% +$1.05K ﹤0.01% 1742
2024
Q1 		$9.83K Sell
85
-85
-50% -$9.59K ﹤0.01% 1696
2023
Q4 		$17.6K Buy
170
+112
+193% +$11.4K ﹤0.01% 1294
2023
Q3 		$5.93K Sell
58
-20
-26% -$2.09K ﹤0.01% 1640
2023
Q2 		$7.59K Buy
78
+16
+26% +$1.65K ﹤0.01% 1565
2023
Q1 		$6.95K Buy
62
+4
+7% +$455 ﹤0.01% 1520
2022
Q4 		$5.94K Buy
58
+20
+53% +$2.06K ﹤0.01% 1536
2022
Q3 		$3K Buy
38
+22
+138% +$2.27K ﹤0.01% 1516
2022
Q2 		$2K Hold
16
– – ﹤0.01% 1475
2022
Q1 		$2K Hold
16
– – ﹤0.01% 1499
2021
Q4 		$2K Buy
+16
New +$1.89K ﹤0.01% 1517

Other funds holding CINF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's CINF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cincinnati Financial (CINF) stake by 32% in Q2 2026, selling an estimated $109K and leaving 1,413 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #873.

EverSource Wealth Advisors first reported a position in CINF in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q1 2026. 953 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • EverSource Wealth Advisors held 1,413 shares of Cincinnati Financial worth $262K as of Q2 2026.
  • EverSource Wealth Advisors sold 658 Cincinnati Financial shares in Q2 2026, an estimated $109K.
  • Cincinnati Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #873 holding.
  • EverSource Wealth Advisors first reported a position in Cincinnati Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Cincinnati Financial position peaked at $326K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.