Cassady Schiller Wealth Management’s American Financial Group AFG Stock Holding History

Cassady Schiller 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
2024 Q4	$178K	Sell	1,301 -142	-10%	-$19.5K	0.07%	125
2024 Q3	$194K	Hold	1,443	–	–	0.07%	122
2024 Q2	$178K	Hold	1,443	–	–	0.07%	121
2024 Q1	$197K	Sell	1,443 -463	-24%	-$57.6K	0.09%	119
2023 Q4	$227K	Hold	1,906	–	–	0.11%	101
2023 Q3	$213K	Hold	1,906	–	–	0.12%	95
2023 Q2	$226K	Hold	1,906	–	–	0.12%	96
2023 Q1	$232K	Hold	1,906	–	–	0.11%	92
2022 Q4	$262K	Hold	1,906	–	–	0.16%	87
2022 Q3	$234K	Hold	1,906	–	–	0.14%	93
2022 Q2	$265K	Hold	1,906	–	–	0.14%	85
2022 Q1	$278K	Hold	1,906	–	–	0.13%	89
2021 Q4	$262K	Buy	+1,906	New	+$262K	0.16%	83

Other funds holding AFG

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

BlackRock New York $5.72T AUM 30.48% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Cassady Schiller Wealth Management's AFG Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its American Financial Group (AFG) stake by 9.8% in Q4 2024, selling an estimated $19.5K and leaving 1,301 shares worth $178K. The position accounts for 0.07% of the portfolio, ranked #125.

Cassady Schiller Wealth Management first reported a position in AFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $278K in Q1 2022. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

Cassady Schiller Wealth Management held 1,301 shares of American Financial Group worth $178K as of Q4 2024.
Cassady Schiller Wealth Management sold 142 American Financial Group shares in Q4 2024, an estimated $19.5K.
American Financial Group made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #125 holding.
Cassady Schiller Wealth Management first reported a position in American Financial Group in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's American Financial Group position peaked at $278K in Q1 2022.
452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.