AWM
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Avior Wealth Management’s American Financial Group AFG Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-368
Closed -$50.4K – 770
2024
Q4 		$50.4K Buy
368
+4
+1% +$550 ﹤0.01% 1147
2024
Q3 		$49K Buy
364
+8
+2% +$1.04K ﹤0.01% 1122
2024
Q2 		$43.8K Sell
356
-3
-0.8% -$386 ﹤0.01% 1138
2024
Q1 		$49K Buy
+359
New +$44.7K ﹤0.01% 1241
2023
Q3 		– Sell
-43
Closed -$5.11K – 1595
2023
Q2 		$5.11K Sell
43
-3
-7% -$354 ﹤0.01% 1158
2023
Q1 		$5.59K Sell
46
-2,360
-98% -$311K ﹤0.01% 1167
2022
Q4 		$330K Sell
2,406
-2,370
-50% -$325K 0.02% 389
2022
Q3 		$587K Sell
4,776
-517
-10% -$67.8K 0.05% 240
2022
Q2 		$734K Sell
5,293
-492
-9% -$69.2K 0.07% 190
2022
Q1 		$842K Sell
5,785
-1,429
-20% -$195K 0.07% 193
2021
Q4 		$990K Buy
7,214
+1,230
+21% +$169K 0.08% 199
2021
Q3 		$752K Hold
5,984
– – 0.06% 233
2021
Q2 		$746K Sell
5,984
-970
-14% -$121K 0.08% 219
2021
Q1 		$793K Buy
+6,954
New +$719K 0.08% 209

Other funds holding AFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's AFG Position: Q1 2025 in Review

Avior Wealth Management sold out of American Financial Group (AFG) in Q1 2025, closing a stake of 368 shares — an estimated $50.4K sold.

Avior Wealth Management first reported a position in AFG in Q1 2021 and held it in 14 quarters. The position peaked at $990K in Q4 2021. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

  • Avior Wealth Management reported no remaining American Financial Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 368 American Financial Group shares in Q1 2025, an estimated $50.4K.
  • Avior Wealth Management first reported a position in American Financial Group in Q1 2021 and held it in 14 quarters.
  • Avior Wealth Management's American Financial Group position peaked at $990K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.