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AAP
Arax Advisory Partners’s
American Financial Group
AFG
Stock Holding History
Arax Advisory Partners’s Portfolio
AFG Stock Details
AFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$302K
Buy
2,363
+869
+58%
+$113K
0.01%
875
2025
Q4
$204K
Sell
1,494
-4,731
-76%
-$649K
0.01%
1036
2025
Q3
$907K
Buy
6,225
+5,920
+1,941%
+$785K
0.01%
676
2025
Q2
$38.5K
Buy
305
+95
+45%
+$11.9K
﹤0.01%
1361
2025
Q1
$27.6K
Buy
210
+27
+15%
+$3.49K
﹤0.01%
1164
2024
Q4
$25K
Buy
183
+1
+0.5%
+$138
﹤0.01%
1128
2024
Q3
$24.5K
Hold
182
–
–
﹤0.01%
998
2024
Q2
$22.4K
Buy
182
+173
+1,922%
+$22.3K
﹤0.01%
928
2024
Q1
$1.26K
Hold
9
–
–
﹤0.01%
1111
2023
Q4
$1.07K
Buy
+9
New
+$1.01K
﹤0.01%
1130
2023
Q3
–
Sell
-57
Closed
-$6.77K
–
1319
2023
Q2
$6.77K
Buy
+57
New
+$6.72K
﹤0.01%
792
2022
Q4
–
Sell
-8
Closed
-$1K
–
1273
2022
Q3
$1K
Buy
+8
New
+$1.05K
﹤0.01%
1014
2022
Q1
–
Sell
-9
Closed
-$1K
–
1149
2021
Q4
$1K
Buy
+9
New
+$1.24K
﹤0.01%
956
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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VCM
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State Street
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$2.9T AUM
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1-Year Est. Return
AFGI4KRSP
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$302M AUM
2.76%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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