Advisors Preferred’s American Financial Group AFG Stock Holding History

Advisors Preferred’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$517K	Buy	4,051 +2,077	+105%	+$270K	0.08%	138
2025 Q4	$266K	Buy	+1,974	New	+$271K	0.04%	157
2025 Q1	–	Sell	-3,137	Closed	-$425K	–	242
2024 Q4	$425K	Buy	+3,137	New	+$432K	0.07%	121
2024 Q3	–	Sell	-2,819	Closed	-$347K	–	186
2024 Q2	$347K	Buy	+2,819	New	+$363K	0.06%	97
2023 Q2	–	Sell	-4,029	Closed	-$493K	–	167
2023 Q1	$493K	Sell	4,029 -461	-10%	-$60.8K	0.17%	64
2022 Q4	$615K	Buy	+4,490	New	+$615K	0.26%	36
2017 Q3	–	Sell	-305	Closed	-$30K	–	208
2017 Q2	$30K	Sell	305 -1,909	-86%	-$187K	0.02%	173
2017 Q1	$211	Sell	2,214 -2,453	-53%	-$225K	0.11%	69
2016 Q4	$411K	Buy	4,667 +2,111	+83%	+$169K	0.21%	56
2016 Q3	$192K	Buy	+2,556	New	+$189K	0.09%	77
2014 Q3	–	Sell	-73	Closed	-$4.35K	–	208
2014 Q2	$4.35K	Buy	+73	New	+$4.25K	﹤0.01%	316

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return