BGAI
AFG icon

Bruce G. Allen Investments’s American Financial Group AFG Stock Holding History

Bruce G. Allen Investments’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 		$5.75K Sell
45
-11
-20% -$1.43K ﹤0.01% 542
2025
Q4 		$7.65K Buy
56
+12
+27% +$1.65K 0.01% 508
2025
Q3 		$6.41K Hold
44
– – ﹤0.01% 521
2025
Q2 		$5.55K Buy
44
+2
+5% +$250 ﹤0.01% 551
2025
Q1 		$5.52K Buy
42
+6
+17% +$775 ﹤0.01% 553
2024
Q4 		$4.93K Hold
36
– – ﹤0.01% 578
2024
Q3 		$4.85K Hold
36
– – ﹤0.01% 584
2024
Q2 		$4.43K Hold
36
– – ﹤0.01% 585
2024
Q1 		$4.91K Hold
36
– – ﹤0.01% 592
2023
Q4 		$4.28K Buy
+36
New +$4.06K ﹤0.01% 612

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