Covestor’s American Financial Group AFG Stock Holding History

Covestor’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	$7K	Sell	51 -36	-41%	-$4.67K	﹤0.01%	1631
2025 Q4	$12K	Sell	87 -3	-3%	-$412	0.01%	1471
2025 Q3	$13K	Sell	90 -1	-1%	-$133	0.01%	1451
2025 Q2	$12K	Hold	91	–	–	0.01%	1443
2025 Q1	$12K	Buy	91 +1	+1%	+$129	0.01%	1376
2024 Q4	$12K	Buy	90 +7	+8%	+$963	0.01%	1409
2024 Q3	$11K	Sell	83 -1	-1%	-$130	0.01%	1470
2024 Q2	$10K	Sell	84 -348	-81%	-$44.8K	0.01%	1511
2024 Q1	$59K	Buy	432 +346	+402%	+$43.1K	0.04%	818
2023 Q4	$10K	Buy	86 +1	+1%	+$113	0.01%	1533
2023 Q3	$10K	Hold	85	–	–	0.01%	1406
2023 Q2	$10K	Sell	85 -1	-1%	-$118	0.01%	1413
2023 Q1	$10K	Sell	86 -1	-1%	-$132	0.01%	1290
2022 Q4	$12K	Sell	87 -2	-2%	-$274	0.01%	1218
2022 Q3	$11K	Sell	89 -311	-78%	-$40.8K	0.01%	1210
2022 Q2	$56K	Sell	400 -497	-55%	-$69.9K	0.04%	696
2022 Q1	$131K	Buy	897 +596	+198%	+$81.3K	0.09%	341
2021 Q4	$41K	Buy	+301	New	+$41.4K	0.06%	646

Other funds holding AFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

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