DWP
AFG icon

Daymark Wealth Partners’s American Financial Group AFG Stock Holding History

Daymark Wealth Partners’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 		$522K Buy
4,086
+546
+15% +$70.9K 0.02% 412
2025
Q4 		$484K Buy
3,540
+52
+1% +$7.13K 0.02% 403
2025
Q3 		$508K Hold
3,488
– – 0.02% 373
2025
Q2 		$440K Hold
3,488
– – 0.02% 377
2025
Q1 		$458K Hold
3,488
– – 0.02% 339
2024
Q4 		$478K Hold
3,488
– – 0.02% 328
2024
Q3 		$469K Hold
3,488
– – 0.02% 343
2024
Q2 		$429K Hold
3,488
– – 0.02% 343
2024
Q1 		$476K Hold
3,488
– – 0.03% 271
2023
Q4 		$415K Hold
3,488
– – 0.03% 274
2023
Q3 		$390K Buy
3,488
+738
+27% +$85.2K 0.03% 267
2023
Q2 		$327K Buy
+2,750
New +$324K 0.02% 285

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