PSI Advisors’s Cincinnati Financial CINF Stock Holding History

PSI 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 Q2	–	Sell	-600	Closed	-$88.6K	–	201
2025 Q1	$88.6K	Hold	600	–	–	0.03%	179
2024 Q4	$86.2K	Sell	600 -137	-19%	-$20K	0.03%	196
2024 Q3	$100K	Hold	737	–	–	0.03%	194
2024 Q2	$87K	Sell	737 -200	-21%	-$23.4K	0.03%	193
2024 Q1	$116K	Hold	937	–	–	0.04%	167
2023 Q4	$96.9K	Hold	937	–	–	0.04%	182
2023 Q3	$95.8K	Sell	937 -11	-1%	-$1.15K	0.04%	175
2023 Q2	$92.3K	Buy	948 +285	+43%	+$29.4K	0.04%	177
2023 Q1	$74.3K	Sell	663 -138	-17%	-$15.7K	0.04%	184
2022 Q4	$82K	Buy	801 +1	+0.1%	+$103	0.04%	168
2022 Q3	$72K	Hold	800	–	–	0.04%	183
2022 Q2	$95K	Buy	800 +1	+0.1%	+$127	0.05%	178
2022 Q1	$109K	Sell	799 -45	-5%	-$5.53K	0.04%	188
2021 Q4	$96K	Buy	844 +1	+0.1%	+$118	0.04%	206
2021 Q3	$96K	Buy	+843	New	+$100K	0.04%	199
2020 Q1	–	Sell	-976	Closed	-$102K	–	185
2019 Q4	$102K	Buy	+976	New	+$107K	0.07%	191

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return