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Castleview Partners’s American Financial Group AFG Stock Holding History

Castleview Partners’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
-119
Closed -$16.1K – 186
2024
Q4 		$16.1K Buy
119
+8
+7% +$1.1K 0.01% 504
2024
Q3 		$15K Buy
111
+33
+42% +$4.28K 0.01% 489
2024
Q2 		$9.6K Buy
78
+31
+66% +$3.99K 0.01% 536
2024
Q1 		$6.42K Buy
47
+20
+74% +$2.49K ﹤0.01% 584
2023
Q4 		$3.21K Buy
+27
New +$3.04K ﹤0.01% 642
2022
Q1 		– Sell
-11,397
Closed -$83 – 710
2021
Q4 		$83 Buy
+11,397
New +$1.57M ﹤0.01% 836

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

Castleview Partners's AFG Position: Q1 2025 in Review

Castleview Partners sold out of American Financial Group (AFG) in Q1 2025, closing a stake of 119 shares — an estimated $16.1K sold.

Castleview Partners first reported a position in AFG in Q4 2021 and held it in 6 quarters. The position peaked at $16.1K in Q4 2024. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

  • Castleview Partners reported no remaining American Financial Group position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 119 American Financial Group shares in Q1 2025, an estimated $16.1K.
  • Castleview Partners first reported a position in American Financial Group in Q4 2021 and held it in 6 quarters.
  • Castleview Partners's American Financial Group position peaked at $16.1K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.