EF
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Empowered Funds’s American Financial Group AFG Stock Holding History

Empowered Funds’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
2025
Q3 		– Sell
-14,171
Closed -$1.79M – 1817
2025
Q2 		$1.79M Sell
14,171
-3,967
-22% -$496K 0.02% 878
2025
Q1 		$2.38M Sell
18,138
-15,913
-47% -$2.05M 0.03% 662
2024
Q4 		$4.66M Buy
34,051
+4,966
+17% +$683K 0.07% 396
2024
Q3 		$3.91M Buy
29,085
+2,855
+11% +$370K 0.06% 433
2024
Q2 		$3.23M Buy
26,230
+3,056
+13% +$393K 0.06% 457
2024
Q1 		$3.16M Buy
23,174
+1,919
+9% +$239K 0.06% 443
2023
Q4 		$2.53M Buy
21,255
+10,259
+93% +$1.16M 0.06% 435
2023
Q3 		$1.23M Buy
10,996
+3,940
+56% +$455K 0.04% 598
2023
Q2 		$838K Buy
7,056
+2,682
+61% +$316K 0.03% 661
2023
Q1 		$531K Buy
4,374
+65
+2% +$8.57K 0.03% 389
2022
Q4 		$592K Buy
4,309
+421
+11% +$57.7K 0.04% 341
2022
Q3 		$478K Buy
+3,888
New +$510K 0.05% 255
2022
Q2 		– Sell
-12,473
Closed -$1.82M – 268
2022
Q1 		$1.82M Buy
+12,473
New +$1.7M 0.2% 132
2021
Q4 		– Sell
-12,588
Closed -$1.58M – 240
2021
Q3 		$1.58M Buy
+12,588
New +$1.64M 0.2% 121

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empowered Funds's AFG Position: Q3 2025 in Review

Empowered Funds sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 14,171 shares — an estimated $1.79M sold.

Empowered Funds first reported a position in AFG in Q3 2021 and held it in 14 quarters. The position peaked at $4.66M in Q4 2024. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • Empowered Funds reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 14,171 American Financial Group shares in Q3 2025, an estimated $1.79M.
  • Empowered Funds first reported a position in American Financial Group in Q3 2021 and held it in 14 quarters.
  • Empowered Funds's American Financial Group position peaked at $4.66M in Q4 2024.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.