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Edgestream Partners’s American Financial Group AFG Stock Holding History

Edgestream 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 		– Sell
-26,202
Closed -$3.58M – 867
2025
Q4 		$3.58M Buy
+26,202
New +$3.6M 0.1% 359
2024
Q4 		– Sell
-6,491
Closed -$874K – 840
2024
Q3 		$874K Buy
+6,491
New +$841K 0.04% 599
2024
Q2 		– Sell
-24,080
Closed -$3.29M – 826
2024
Q1 		$3.29M Buy
24,080
+18,185
+308% +$2.26M 0.16% 209
2023
Q4 		$701K Buy
+5,895
New +$664K 0.05% 528
2023
Q1 		– Sell
-4,878
Closed -$670K – 538
2022
Q4 		$670K Buy
+4,878
New +$669K 0.08% 314
2022
Q3 		– Sell
-4,185
Closed -$581K – 439
2022
Q2 		$581K Sell
4,185
-4,048
-49% -$569K 0.05% 392
2022
Q1 		$1.2M Sell
8,233
-4,479
-35% -$611K 0.1% 301
2021
Q4 		$1.75M Buy
+12,712
New +$1.75M 0.11% 249

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