SageView Advisory Group’s Cincinnati Financial CINF Stock Holding History

SageView Advisory Group’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	$834K	Sell	5,109 -2,934	-36%	-$475K	0.03%	270
2025 Q3	$1.27M	Sell	8,043 -65	-0.8%	-$9.87K	0.04%	236
2025 Q2	$1.19M	Sell	8,108 -35	-0.4%	-$5.01K	0.05%	219
2025 Q1	$1.2M	Sell	8,143 -266	-3%	-$37.4K	0.05%	203
2024 Q4	$1.21M	Sell	8,409 -444	-5%	-$64.8K	0.05%	197
2024 Q3	$1.21M	Sell	8,853 -229	-3%	-$29.6K	0.06%	170
2024 Q2	$1.07M	Sell	9,082 -2,135	-19%	-$250K	0.05%	208
2024 Q1	$1.39M	Sell	11,217 -696	-6%	-$78.5K	0.07%	152
2023 Q4	$1.33M	Buy	11,913 +4,331	+57%	+$440K	0.06%	210
2023 Q3	$776K	Sell	7,582 -2,541	-25%	-$266K	0.04%	247
2023 Q2	$985K	Buy	10,123 +24	+0.2%	+$2.48K	0.05%	229
2023 Q1	$1.13M	Buy	+10,099	New	+$1.15M	0.07%	185

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

LCOV

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

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

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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's CINF Position: Q4 2025 in Review

SageView Advisory Group reduced its Cincinnati Financial (CINF) stake by 36% in Q4 2025, selling an estimated $475K and leaving 5,109 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #270.

SageView Advisory Group first reported a position in CINF in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q1 2024. 925 funds tracked by Wall St. Rank hold CINF as of Q4 2025.

SageView Advisory Group held 5,109 shares of Cincinnati Financial worth $834K as of Q4 2025.
SageView Advisory Group sold 2,934 Cincinnati Financial shares in Q4 2025, an estimated $475K.
Cincinnati Financial made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #270 holding.
SageView Advisory Group first reported a position in Cincinnati Financial in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's Cincinnati Financial position peaked at $1.39M in Q1 2024.
925 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.