BerganKDV Wealth Management’s American Financial Group AFG Stock Holding History

BerganKDV 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
2023 Q2	$89.9K	Sell	757 -38	-5%	-$4.48K	0.01%	311
2023 Q1	$96.6K	Buy	795 +1	+0.1%	+$132	0.01%	321
2022 Q4	$109K	Sell	794 -4	-0.5%	-$548	0.01%	299
2022 Q3	$98K	Hold	798	–	–	0.01%	291
2022 Q2	$111K	Buy	798 +2	+0.3%	+$281	0.01%	294
2022 Q1	$116K	Buy	796 +1	+0.1%	+$136	0.01%	294
2021 Q4	$109K	Buy	795 +2	+0.3%	+$275	0.01%	322
2021 Q3	$100K	Hold	793	–	–	0.01%	321
2021 Q2	$99K	Buy	793 +3	+0.4%	+$375	0.01%	314
2021 Q1	$90K	Sell	790 -269	-25%	-$27.8K	0.01%	304
2020 Q4	$93K	Sell	1,059 -6	-0.6%	-$492	0.01%	284
2020 Q3	$71K	Hold	1,065	–	–	0.01%	300
2020 Q2	$68K	Sell	1,065 -1	-0.1%	-$64	0.01%	318
2020 Q1	$75K	Buy	1,066 +6	+0.6%	+$579	0.02%	275
2019 Q4	$116K	Buy	1,060 +34	+3%	+$3.64K	0.02%	261
2019 Q3	$111K	Hold	1,026	–	–	0.02%	248
2019 Q2	$105K	Hold	1,026	–	–	0.02%	256
2019 Q1	$99K	Hold	1,026	–	–	0.02%	281
2018 Q4	$93K	Hold	1,026	–	–	0.02%	242
2018 Q3	$114K	Hold	1,026	–	–	0.02%	244
2018 Q2	$110K	Buy	+1,026	New	+$114K	0.02%	242

Other funds holding AFG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AFGI4KRSP

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BerganKDV Wealth Management's AFG Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its American Financial Group (AFG) stake by 4.8% in Q2 2023, selling an estimated $4.48K and leaving 757 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #311.

BerganKDV Wealth Management first reported a position in AFG in Q2 2018 and has held it in 21 quarters since. The position peaked at $116K in Q1 2022. 419 funds tracked by Wall St. Rank hold AFG as of Q2 2023.

BerganKDV Wealth Management held 757 shares of American Financial Group worth $89.9K as of Q2 2023.
BerganKDV Wealth Management sold 38 American Financial Group shares in Q2 2023, an estimated $4.48K.
American Financial Group made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #311 holding.
BerganKDV Wealth Management first reported a position in American Financial Group in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's American Financial Group position peaked at $116K in Q1 2022.
419 funds tracked by Wall St. Rank held American Financial Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.