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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s CINF Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Cincinnati Financial (CINF) stake by 3.1% in Q1 2026, selling an estimated $29.3K and leaving 5,674 shares worth $893K. The position accounts for 0.51% of the portfolio, ranked #20.

Guardian Wealth Advisors (Minnesota) first reported a position in CINF in Q4 2020 and has held it in 22 quarters since. The position peaked at $977K in Q3 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,674 shares of Cincinnati Financial worth $893K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 180 Cincinnati Financial shares in Q1 2026, an estimated $29.3K.
  • Cincinnati Financial made up 0.51% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #20 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Cincinnati Financial in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Cincinnati Financial position peaked at $977K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.