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Beacon Investment Advisors’s American Financial Group AFG Stock Holding History

Beacon Investment Advisors’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 		$255K Hold
2,000
– – 0.1% 155
2025
Q4 		$273K Hold
2,000
– – 0.11% 145
2025
Q3 		$291K Hold
2,000
– – 0.12% 136
2025
Q2 		$250K Hold
2,000
– – 0.11% 146
2025
Q1 		$263K Hold
2,000
– – 0.12% 137
2024
Q4 		$274K Hold
2,000
– – 0.13% 134
2024
Q3 		$269K Hold
2,000
– – 0.13% 132
2024
Q2 		$246K Hold
2,000
– – 0.13% 134
2024
Q1 		$273K Hold
2,000
– – 0.16% 110
2023
Q4 		$238K Hold
2,000
– – 0.15% 113
2023
Q3 		$223K Hold
2,000
– – 0.16% 111
2023
Q2 		$238K Hold
2,000
– – 0.16% 112
2023
Q1 		$243K Hold
2,000
– – 0.18% 115
2022
Q4 		$275K Buy
+2,000
New +$274K 0.23% 103

Other funds holding AFG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return