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Colonial Trust Advisors’s American Financial Group AFG Stock Holding History

Colonial Trust Advisors’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
Q2 		– Sell
-18
Closed -$2.36K – 700
2025
Q1 		$2.36K Hold
18
– – ﹤0.01% 615
2024
Q4 		$2.46K Buy
+18
New +$2.48K ﹤0.01% 611

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Colonial Trust Advisors's AFG Position: Q2 2025 in Review

Colonial Trust Advisors sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 18 shares — an estimated $2.36K sold.

Colonial Trust Advisors first reported a position in AFG in Q4 2024 and held it in 2 quarters. The position peaked at $2.46K in Q4 2024. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Colonial Trust Advisors reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 18 American Financial Group shares in Q2 2025, an estimated $2.36K.
  • Colonial Trust Advisors first reported a position in American Financial Group in Q4 2024 and held it in 2 quarters.
  • Colonial Trust Advisors's American Financial Group position peaked at $2.46K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Colonial Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.