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Octavia Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Octavia 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 		$1.22M Sell
6,545
-8,769
-57% -$1.45M 0.11% 63
2026
Q1 		$2.42M Buy
15,314
+2,331
+18% +$379K 0.23% 44
2025
Q4 		$2.13M Sell
12,983
-97
-0.7% -$15.7K 0.2% 51
2025
Q3 		$2.08M Buy
13,080
+7,032
+116% +$1.07M 0.21% 50
2025
Q2 		$906K Sell
6,048
-6,583
-52% -$943K 0.1% 81
2025
Q1 		$1.88M Sell
12,631
-577
-4% -$81.2K 0.23% 49
2024
Q4 		$1.91M Hold
13,208
– – 0.23% 47
2024
Q3 		$1.81M Buy
13,208
+2,263
+21% +$293K 0.22% 50
2024
Q2 		$1.3M Buy
10,945
+4,841
+79% +$568K 0.18% 62
2024
Q1 		$763K Sell
6,104
-5,306
-47% -$599K 0.11% 89
2023
Q4 		$1.19M Buy
11,410
+152
+1% +$15.4K 0.21% 67
2023
Q3 		$1.16M Buy
11,258
+101
+0.9% +$10.6K 0.24% 57
2023
Q2 		$1.09M Buy
11,157
+4,861
+77% +$502K 0.22% 62
2023
Q1 		$710K Sell
6,296
-489
-7% -$55.6K 0.16% 73
2022
Q4 		$699K Buy
6,785
+36
+0.5% +$3.71K 0.17% 73
2022
Q3 		$609K Sell
6,749
-200
-3% -$20.6K 0.16% 77
2022
Q2 		$833K Buy
6,949
+169
+2% +$21.5K 0.22% 67
2022
Q1 		$926K Sell
6,780
-4,897
-42% -$602K 0.21% 69
2021
Q4 		$1.34M Buy
11,677
+5,209
+81% +$616K 0.29% 52
2021
Q3 		$743K Sell
6,468
-274
-4% -$32.5K 0.19% 72
2021
Q2 		$790K Sell
6,742
-7,572
-53% -$874K 0.21% 68
2021
Q1 		$1.49M Sell
14,314
-1,500
-9% -$144K 0.44% 50
2020
Q4 		$1.39M Buy
+15,814
New +$1.26M 0.45% 47

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

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

Octavia Wealth Advisors reduced its Cincinnati Financial (CINF) stake by 57% in Q2 2026, selling an estimated $1.45M and leaving 6,545 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #63.

Octavia Wealth Advisors first reported a position in CINF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.42M in Q1 2026. 954 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Octavia Wealth Advisors held 6,545 shares of Cincinnati Financial worth $1.22M as of Q2 2026.
  • Octavia Wealth Advisors sold 8,769 Cincinnati Financial shares in Q2 2026, an estimated $1.45M.
  • Cincinnati Financial made up 0.11% of Octavia Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Octavia Wealth Advisors first reported a position in Cincinnati Financial in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Cincinnati Financial position peaked at $2.42M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

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