Exencial Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Exencial 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
2025 Q2	–	Sell	-1,625	Closed	-$240K	–	494
2025 Q1	$240K	Sell	1,625 -15	-0.9%	-$2.11K	0.01%	462
2024 Q4	$236K	Buy	1,640 +17	+1%	+$2.48K	0.01%	464
2024 Q3	$221K	Buy	+1,623	New	+$210K	0.01%	473
2024 Q2	–	Sell	-1,620	Closed	-$201K	–	492
2024 Q1	$201K	Buy	+1,620	New	+$183K	0.01%	486
2017 Q1	–	Sell	-3,005	Closed	-$228K	–	158
2016 Q4	$228K	Sell	3,005 -873	-23%	-$64.9K	0.1%	145
2016 Q3	$274K	Sell	3,878 -209	-5%	-$15.8K	0.12%	134
2016 Q2	$306K	Sell	4,087 -2,078	-34%	-$141K	0.14%	119
2016 Q1	$403K	Hold	6,165	–	–	0.19%	100
2015 Q4	$345K	Hold	6,165	–	–	0.17%	103
2015 Q3	$332K	Sell	6,165 -280	-4%	-$15K	0.16%	106
2015 Q2	$344K	Hold	6,445	–	–	0.22%	82
2015 Q1	$345K	Hold	6,445	–	–	0.14%	115
2014 Q4	$333K	Hold	6,445	–	–	0.15%	114
2014 Q3	$303K	Hold	6,445	–	–	0.13%	119
2014 Q2	$309K	Hold	6,445	–	–	0.13%	118
2014 Q1	$315K	Hold	6,445	–	–	0.13%	125
2013 Q4	$327K	Hold	6,445	–	–	0.15%	110
2013 Q3	$320K	Hold	6,445	–	–	0.15%	110
2013 Q2	$314K	Buy	+6,445	New	+$307K	0.16%	112

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exencial Wealth Advisors's CINF Position: Q2 2025 in Review

Exencial Wealth Advisors sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 1,625 shares — an estimated $240K sold.

Exencial Wealth Advisors first reported a position in CINF in Q2 2013 and held it in 19 quarters. The position peaked at $403K in Q1 2016. 865 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

Exencial Wealth Advisors reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
Exencial Wealth Advisors sold 1,625 Cincinnati Financial shares in Q2 2025, an estimated $240K.
Exencial Wealth Advisors first reported a position in Cincinnati Financial in Q2 2013 and held it in 19 quarters.
Exencial Wealth Advisors's Cincinnati Financial position peaked at $403K in Q1 2016.
865 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Exencial Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.