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Wells Trecaso Financial Group’s Cincinnati Financial CINF Stock Holding History

Wells Trecaso Financial 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
Q3 		– Sell
-3,982
Closed -$593K – 81
2025
Q2 		$593K Hold
3,982
– – 0.18% 57
2025
Q1 		$588K Hold
3,982
– – 0.2% 58
2024
Q4 		$572K Hold
3,982
– – 0.19% 56
2024
Q3 		$542K Hold
3,982
– – 0.18% 59
2024
Q2 		$470K Hold
3,982
– – 0.16% 60
2024
Q1 		$494K Buy
3,982
+25
+0.6% +$2.82K 0.17% 61
2023
Q4 		$409K Sell
3,957
-1
-0% -$101 0.17% 59
2023
Q3 		$405K Buy
3,958
+10
+0.3% +$1.05K 0.18% 59
2023
Q2 		$384K Hold
3,948
– – 0.17% 61
2023
Q1 		$442K Hold
3,948
– – 0.2% 55
2022
Q4 		$404K Buy
3,948
+15
+0.4% +$1.54K 0.2% 55
2022
Q3 		$352K Buy
3,933
+10
+0.3% +$1.03K 0.19% 60
2022
Q2 		$467K Buy
3,923
+5
+0.1% +$635 0.24% 54
2022
Q1 		$533K Buy
3,918
+15
+0.4% +$1.84K 0.24% 52
2021
Q4 		$445K Hold
3,903
– – 0.19% 61
2021
Q3 		$446K Hold
3,903
– – 0.21% 57
2021
Q2 		$455K Hold
3,903
– – 0.22% 57
2021
Q1 		$402K Hold
3,903
– – 0.21% 58
2020
Q4 		$341K Buy
3,903
+55
+1% +$4.39K 0.19% 58
2020
Q3 		$300K Hold
3,848
– – 0.19% 56
2020
Q2 		$246K Hold
3,848
– – 0.17% 57
2020
Q1 		$290K Hold
3,848
– – 0.26% 54
2019
Q4 		$405K Hold
3,848
– – 0.29% 53
2019
Q3 		$449K Hold
3,848
– – 0.36% 51
2019
Q2 		$399K Hold
3,848
– – 0.33% 53
2019
Q1 		$331K Hold
3,848
– – 0.28% 57
2018
Q4 		$298K Hold
3,848
– – 0.28% 55
2018
Q3 		$296K Hold
3,848
– – 0.25% 59
2018
Q2 		$257K Hold
3,848
– – 0.24% 56
2018
Q1 		$286K Sell
3,848
-36
-0.9% -$2.69K 0.27% 53
2017
Q4 		$291K Buy
+3,884
New +$289K 0.28% 48

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

Wells Trecaso Financial Group's CINF Position: Q3 2025 in Review

Wells Trecaso Financial Group sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 3,982 shares — an estimated $593K sold.

Wells Trecaso Financial Group first reported a position in CINF in Q4 2017 and held it in 31 quarters. The position peaked at $593K in Q2 2025. 870 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

  • Wells Trecaso Financial Group reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 3,982 Cincinnati Financial shares in Q3 2025, an estimated $593K.
  • Wells Trecaso Financial Group first reported a position in Cincinnati Financial in Q4 2017 and held it in 31 quarters.
  • Wells Trecaso Financial Group's Cincinnati Financial position peaked at $593K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.