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Heritage Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Heritage 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 		$52K Hold
281
– – ﹤0.01% 328
2026
Q1 		$44.2K Sell
281
-91
-24% -$14.8K ﹤0.01% 348
2025
Q4 		$60.8K Hold
372
– – ﹤0.01% 303
2025
Q3 		$58.8K Hold
372
– – ﹤0.01% 290
2025
Q2 		$55.4K Hold
372
– – ﹤0.01% 290
2025
Q1 		$55K Hold
372
– – ﹤0.01% 295
2024
Q4 		$53.5K Sell
372
-66
-15% -$9.64K ﹤0.01% 302
2024
Q3 		$59.6K Hold
438
– – ﹤0.01% 313
2024
Q2 		$51.7K Sell
438
-190
-30% -$22.3K ﹤0.01% 304
2024
Q1 		$78K Sell
628
-43
-6% -$4.85K ﹤0.01% 282
2023
Q4 		$69.4K Buy
+671
New +$68.1K ﹤0.01% 306
2023
Q1 		– Sell
-196
Closed -$20.1K – 575
2022
Q4 		$20.1K Hold
196
– – ﹤0.01% 413
2022
Q3 		$17.6K Hold
196
– – ﹤0.01% 392
2022
Q2 		$23K Hold
196
– – ﹤0.01% 408
2022
Q1 		$27K Hold
196
– – ﹤0.01% 370
2021
Q4 		$22K Hold
196
– – ﹤0.01% 397
2021
Q3 		$22.4K Sell
196
-18
-8% -$2.14K ﹤0.01% 399
2021
Q2 		$25K Hold
214
– – ﹤0.01% 395
2021
Q1 		$22.1K Hold
214
– – ﹤0.01% 413
2020
Q4 		$19K Buy
214
+18
+9% +$1.44K ﹤0.01% 410
2020
Q3 		$15.3K Hold
196
– – ﹤0.01% 380
2020
Q2 		$12.6K Hold
196
– – ﹤0.01% 369
2020
Q1 		$14.8K Hold
196
– – ﹤0.01% 347
2019
Q4 		$20.6K Buy
+196
New +$21.4K ﹤0.01% 377

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

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

Heritage Wealth Advisors held its Cincinnati Financial (CINF) position steady in Q2 2026 at 281 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Heritage Wealth Advisors first reported a position in CINF in Q4 2019 and has held it in 24 quarters since. The position peaked at $78K in Q1 2024. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Heritage Wealth Advisors held 281 shares of Cincinnati Financial worth $52K as of Q2 2026.
  • Heritage Wealth Advisors left its Cincinnati Financial share count unchanged in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • Heritage Wealth Advisors first reported a position in Cincinnati Financial in Q4 2019 and has held it in 24 quarters since.
  • Heritage Wealth Advisors's Cincinnati Financial position peaked at $78K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.