CFO
AFG icon

CVA Family Office’s American Financial Group AFG Stock Holding History

CVA Family Office’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 		$17.6K Buy
138
+124
+886% +$16.1K ﹤0.01% 834
2025
Q4 		$1.91K Buy
14
+4
+40% +$549 ﹤0.01% 1002
2025
Q3 		$1.46K Hold
10
– – ﹤0.01% 1053
2025
Q2 		$1.26K Hold
10
– – ﹤0.01% 1053
2025
Q1 		$1.31K Sell
10
-4
-29% -$516 ﹤0.01% 1061
2024
Q4 		$1.92K Hold
14
– – ﹤0.01% 998
2024
Q3 		$1.88K Sell
14
-13
-48% -$1.69K ﹤0.01% 987
2024
Q2 		$3.32K Buy
27
+17
+170% +$2.19K ﹤0.01% 886
2024
Q1 		$1.36K Hold
10
– – ﹤0.01% 969
2023
Q4 		$1.19K Buy
+10
New +$1.13K ﹤0.01% 964
2023
Q3 		– Sell
-10
Closed -$1.19K – 239
2023
Q2 		$1.19K Hold
10
– – ﹤0.01% 918
2023
Q1 		$1.22K Sell
10
-15
-60% -$1.98K ﹤0.01% 887
2022
Q4 		$3.43K Hold
25
– – ﹤0.01% 776
2022
Q3 		$3K Sell
25
-10
-29% -$1.31K ﹤0.01% 764
2022
Q2 		$5K Hold
35
– – ﹤0.01% 735
2022
Q1 		$5K Buy
35
+10
+40% +$1.36K ﹤0.01% 760
2021
Q4 		$3K Buy
+25
New +$3.44K ﹤0.01% 793
2021
Q3 		– Sell
-10
Closed -$1K – 367
2021
Q2 		$1K Hold
10
– – ﹤0.01% 903
2021
Q1 		$1K Buy
+10
New +$1.03K ﹤0.01% 736

Other funds holding AFG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return