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Heartwood Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Heartwood 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
Q4 		– Sell
-500
Closed -$79K – 280
2025
Q3 		$79K Buy
+500
New +$75.9K 0.01% 277

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's CINF Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Cincinnati Financial (CINF) in Q4 2025, closing a stake of 500 shares — an estimated $79K sold.

Heartwood Wealth Advisors first reported a position in CINF in Q3 2025 and held it in 1 quarter. The position peaked at $79K in Q3 2025. 927 funds tracked by Wall St. Rank hold CINF as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Cincinnati Financial position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 500 Cincinnati Financial shares in Q4 2025, an estimated $79K.
  • Heartwood Wealth Advisors first reported a position in Cincinnati Financial in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Cincinnati Financial position peaked at $79K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.