Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s American Financial Group AFG Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-1,802
Closed -$243K – 1722
2024
Q3 		$243K Buy
+1,802
New +$234K ﹤0.01% 1549
2024
Q2 		– Sell
-1,588
Closed -$217K – 1626
2024
Q1 		$217K Buy
+1,588
New +$198K ﹤0.01% 1530

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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Portfolio Solutions's AFG Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 1,802 shares — an estimated $243K sold.

Envestnet Portfolio Solutions first reported a position in AFG in Q1 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,802 American Financial Group shares in Q4 2024, an estimated $243K.
  • Envestnet Portfolio Solutions first reported a position in American Financial Group in Q1 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's American Financial Group position peaked at $243K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.