CI
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CX Institutional’s American Financial Group AFG Stock Holding History

CX Institutional’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
Q2 		$150K Sell
1,074
-125
-10% -$16.6K ﹤0.01% 794
2026
Q1 		$153K Sell
1,199
-2,137
-64% -$278K ﹤0.01% 781
2025
Q4 		$456K Buy
3,336
+160
+5% +$22K 0.01% 448
2025
Q3 		$463K Buy
3,176
+337
+12% +$44.7K 0.01% 454
2025
Q2 		$358K Buy
2,839
+122
+4% +$15.3K 0.01% 455
2025
Q1 		$357K Buy
+2,717
New +$351K 0.01% 443
2022
Q3 		– Sell
-13
Closed -$2K – 466
2022
Q2 		$2K Buy
+13
New +$1.83K ﹤0.01% 1083
2021
Q4 		– Sell
-11
Closed -$1K – 346
2021
Q3 		$1K Hold
11
– – ﹤0.01% 926
2021
Q2 		$1K Hold
11
– – ﹤0.01% 924
2021
Q1 		$1K Hold
11
– – ﹤0.01% 846
2020
Q4 		$1K Buy
+11
New +$902 ﹤0.01% 836
2020
Q3 		– Sell
-11
Closed -$1K – 874
2020
Q2 		$1K Buy
+11
New +$709 ﹤0.01% 782
2019
Q4 		– Sell
-27
Closed -$3K – 730
2019
Q3 		$3K Sell
27
-683
-96% -$70.7K ﹤0.01% 654
2019
Q2 		$73K Hold
710
– – 0.01% 297
2019
Q1 		$68K Sell
710
-36,185
-98% -$3.46M 0.01% 309
2018
Q4 		$3.34M Buy
36,895
+14,031
+61% +$1.41M 0.71% 39
2018
Q3 		$2.54M Buy
22,864
+450
+2% +$50.1K 0.84% 42
2018
Q2 		$2.41M Buy
+22,414
New +$2.48M 0.89% 41

Other funds holding AFG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return