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CCA
Checchi Capital Advisers’s
American Financial Group
AFG
Stock Holding History
Checchi Capital Advisers’s Portfolio
AFG Stock Details
AFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-1,554
Closed
-$212K
–
606
2025
Q4
$212K
Buy
+1,554
New
+$213K
0.01%
516
2023
Q2
–
Sell
-2,105
Closed
-$256K
–
578
2023
Q1
$256K
Sell
2,105
-138
-6%
-$18.2K
0.02%
463
2022
Q4
$308K
Buy
2,243
+402
+22%
+$55.1K
0.03%
387
2022
Q3
$226K
Sell
1,841
-5
-0.3%
-$656
0.02%
473
2022
Q2
$247K
Buy
1,846
+396
+27%
+$55.7K
0.02%
485
2022
Q1
$211K
Buy
+1,450
New
+$198K
0.02%
508
2018
Q4
–
Sell
-1,826
Closed
-$203K
–
378
2018
Q3
$203K
Buy
+1,826
New
+$203K
0.02%
423
2018
Q1
–
Sell
-2,236
Closed
-$243K
–
399
2017
Q4
$243K
Buy
2,236
+197
+10%
+$20.7K
0.03%
345
2017
Q3
$211K
Buy
+2,039
New
+$207K
0.02%
357
2017
Q1
–
Sell
-2,360
Closed
-$208K
–
403
2016
Q4
$208K
Buy
+2,360
New
+$189K
0.03%
345
2016
Q3
–
Sell
-2,028
Closed
-$150K
–
405
2016
Q2
$150K
Buy
2,028
+42
+2%
+$2.98K
0.02%
426
2016
Q1
$140K
Buy
+1,986
New
+$136K
0.03%
455
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30.48%
1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
VPM
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VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan
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$302M AUM
2.76%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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