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Marshall & Sterling Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Marshall & Sterling 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
-47
Closed -$7.43K – 396
2025
Q3 		$7.43K Hold
47
– – ﹤0.01% 424
2025
Q2 		$7K Hold
47
– – ﹤0.01% 417
2025
Q1 		$6.94K Buy
+47
New +$6.62K ﹤0.01% 397

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

Marshall & Sterling Wealth Advisors's CINF Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cincinnati Financial (CINF) in Q4 2025, closing a stake of 47 shares — an estimated $7.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in CINF in Q1 2025 and held it in 3 quarters. The position peaked at $7.43K in Q3 2025. 927 funds tracked by Wall St. Rank hold CINF as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cincinnati Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 47 Cincinnati Financial shares in Q4 2025, an estimated $7.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cincinnati Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Cincinnati Financial position peaked at $7.43K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.