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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's AFG Position: Q1 2026 in Review

Edgestream Partners sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 26,202 shares — an estimated $3.58M sold.

Edgestream Partners first reported a position in AFG in Q4 2021 and held it in 8 quarters. The position peaked at $3.58M in Q4 2025. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Edgestream Partners reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 26,202 American Financial Group shares in Q1 2026, an estimated $3.58M.
Edgestream Partners first reported a position in American Financial Group in Q4 2021 and held it in 8 quarters.
Edgestream Partners's American Financial Group position peaked at $3.58M in Q4 2025.
493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.