IBEX Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

IBEX 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	-3,475	Closed	-$549K	–	140
2025 Q3	$549K	Buy	3,475 +4	+0.1%	+$607	0.05%	151
2025 Q2	$517K	Buy	+3,471	New	+$497K	0.06%	149
2023 Q1	$356K	Buy	+3,177	New	+$361K	0.09%	96
2019 Q3	–	Sell	-1,051	Closed	-$108K	–	131
2019 Q2	$108K	Buy	+1,051	New	+$101K	0.03%	160

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 $3.37T AUM 44.26% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

IBEX Wealth Advisors sold out of Cincinnati Financial (CINF) in Q4 2025, closing a stake of 3,475 shares — an estimated $549K sold.

IBEX Wealth Advisors first reported a position in CINF in Q2 2019 and held it in 4 quarters. The position peaked at $549K in Q3 2025. 927 funds tracked by Wall St. Rank hold CINF as of Q4 2025.

IBEX Wealth Advisors reported no remaining Cincinnati Financial position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 3,475 Cincinnati Financial shares in Q4 2025, an estimated $549K.
IBEX Wealth Advisors first reported a position in Cincinnati Financial in Q2 2019 and held it in 4 quarters.
IBEX Wealth Advisors's Cincinnati Financial position peaked at $549K in Q3 2025.
927 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.