West Oak Capital’s Cincinnati Financial CINF Stock Holding History

West Oak Capital’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	-270	Closed	-$402	–	281
2025 Q2	$402	Hold	270	–	–	0.02%	175
2025 Q1	$399	Hold	270	–	–	0.02%	183
2024 Q4	$388K	Hold	270	–	–	0.01%	187
2024 Q3	$368	Hold	270	–	–	0.01%	194
2024 Q2	$31.9K	Hold	270	–	–	0.01%	198
2024 Q1	$34K	Hold	270	–	–	0.01%	187
2023 Q4	$29K	Hold	270	–	–	0.01%	195
2023 Q3	$28K	Hold	270	–	–	0.01%	192
2023 Q2	$26.3K	Hold	270	–	–	0.01%	193
2023 Q1	$30.3K	Hold	270	–	–	0.02%	186
2022 Q4	$28K	Hold	270	–	–	0.01%	175
2022 Q3	$24K	Hold	270	–	–	0.01%	191
2022 Q2	$32K	Hold	270	–	–	0.02%	188
2022 Q1	$37K	Hold	270	–	–	0.02%	191
2021 Q4	$31K	Hold	270	–	–	0.01%	207
2021 Q3	$31K	Hold	270	–	–	0.01%	212
2021 Q2	$31K	Hold	270	–	–	0.01%	212
2021 Q1	$28K	Hold	270	–	–	0.01%	211
2020 Q4	$24K	Hold	270	–	–	0.01%	210
2020 Q3	$21K	Hold	270	–	–	0.01%	194
2020 Q2	$17K	Hold	270	–	–	0.01%	211
2020 Q1	$20K	Hold	270	–	–	0.01%	194
2019 Q4	$28K	Hold	270	–	–	0.02%	197
2019 Q3	$32K	Hold	270	–	–	0.02%	195
2019 Q2	$28K	Hold	270	–	–	0.02%	210
2019 Q1	$23K	Hold	270	–	–	0.01%	210
2018 Q4	$20.9K	Hold	270	–	–	0.01%	200
2018 Q3	$20.7K	Buy	+270	New	+$20.1K	0.01%	229

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Oak Capital's CINF Position: Q3 2025 in Review

West Oak Capital sold out of Cincinnati Financial (CINF) in Q3 2025, closing a stake of 270 shares — an estimated $402 sold.

West Oak Capital first reported a position in CINF in Q3 2018 and held it in 28 quarters. The position peaked at $388K in Q4 2024. 870 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

West Oak Capital reported no remaining Cincinnati Financial position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 270 Cincinnati Financial shares in Q3 2025, an estimated $402.
West Oak Capital first reported a position in Cincinnati Financial in Q3 2018 and held it in 28 quarters.
West Oak Capital's Cincinnati Financial position peaked at $388K in Q4 2024.
870 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.