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WealthTrak Capital Management’s Cincinnati Financial CINF Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-8
Closed -$1.19K – 225
2025
Q2 		$1.19K Buy
8
+6
+300% +$859 ﹤0.01% 512
2025
Q1 		$296 Sell
2
-2
-50% -$281 ﹤0.01% 770
2024
Q4 		$575 Buy
+4
New +$584 ﹤0.01% 541

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's CINF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 8 shares — an estimated $1.19K sold.

WealthTrak Capital Management first reported a position in CINF in Q4 2024 and held it in 3 quarters. The position peaked at $1.19K in Q2 2025. 869 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 8 Cincinnati Financial shares in Q3 2025, an estimated $1.19K.
  • WealthTrak Capital Management first reported a position in Cincinnati Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Cincinnati Financial position peaked at $1.19K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.