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Guardian Wealth Advisors (Minnesota)’s Cincinnati Financial CINF Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$1.03M Sell
5,545
-129
-2% -$21.4K 0.51% 18
2026
Q1 		$893K Sell
5,674
-180
-3% -$29.3K 0.51% 20
2025
Q4 		$956K Sell
5,854
-324
-5% -$52.5K 0.54% 21
2025
Q3 		$977K Sell
6,178
-81
-1% -$12.3K 0.55% 18
2025
Q2 		$932K Sell
6,259
-123
-2% -$17.6K 0.55% 22
2025
Q1 		$943K Sell
6,382
-401
-6% -$56.4K 0.6% 22
2024
Q4 		$975K Sell
6,783
-277
-4% -$40.4K 0.62% 19
2024
Q3 		$961K Sell
7,060
-477
-6% -$61.7K 0.59% 20
2024
Q2 		$890K Sell
7,537
-93
-1% -$10.9K 0.58% 20
2024
Q1 		$947K Sell
7,630
-58
-0.8% -$6.54K 0.62% 18
2023
Q4 		$795K Buy
7,688
+49
+0.6% +$4.97K 0.55% 22
2023
Q3 		$781K Sell
7,639
-16
-0.2% -$1.67K 0.6% 22
2023
Q2 		$745K Buy
7,655
+102
+1% +$10.5K 0.55% 27
2023
Q1 		$847K Buy
7,553
+271
+4% +$30.8K 0.66% 19
2022
Q4 		$746K Buy
7,282
+306
+4% +$31.5K 0.66% 23
2022
Q3 		$625K Buy
6,976
+112
+2% +$11.5K 0.61% 26
2022
Q2 		$817K Buy
6,864
+137
+2% +$17.4K 0.75% 21
2022
Q1 		$915K Sell
6,727
-185
-3% -$22.7K 0.75% 22
2021
Q4 		$787K Sell
6,912
-101
-1% -$11.9K 0.63% 22
2021
Q3 		$801K Sell
7,013
-473
-6% -$56.1K 0.71% 21
2021
Q2 		$873K Sell
7,486
-158
-2% -$18.2K 0.76% 21
2021
Q1 		$788K Sell
7,644
-117
-2% -$11.2K 0.73% 23
2020
Q4 		$678K Buy
+7,761
New +$619K 0.67% 25

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

Guardian Wealth Advisors (Minnesota)'s CINF Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Cincinnati Financial (CINF) stake by 2.3% in Q2 2026, selling an estimated $21.4K and leaving 5,545 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #18.

Guardian Wealth Advisors (Minnesota) first reported a position in CINF in Q4 2020 and has held it in 23 quarters since. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,545 shares of Cincinnati Financial worth $1.03M as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 129 Cincinnati Financial shares in Q2 2026, an estimated $21.4K.
  • Cincinnati Financial made up 0.51% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #18 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Cincinnati Financial in Q4 2020 and has held it in 23 quarters since.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.