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Wealth Alliance Advisory Group’s Cincinnati Financial CINF Stock Holding History

Wealth Alliance 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
Q2 		– Sell
-1,469
Closed -$217K – 190
2025
Q1 		$217K Buy
1,469
+14
+1% +$1.97K 0.05% 180
2024
Q4 		$209K Buy
+1,455
New +$212K 0.04% 176

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
GQG Partners
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
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

Wealth Alliance Advisory Group's CINF Position: Q2 2025 in Review

Wealth Alliance Advisory Group sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 1,469 shares — an estimated $217K sold.

Wealth Alliance Advisory Group first reported a position in CINF in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 864 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

  • Wealth Alliance Advisory Group reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,469 Cincinnati Financial shares in Q2 2025, an estimated $217K.
  • Wealth Alliance Advisory Group first reported a position in Cincinnati Financial in Q4 2024 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's Cincinnati Financial position peaked at $217K in Q1 2025.
  • 864 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2025, filed 7 Jul 2025.