Evergreen Capital Management’s American Financial Group AFG Stock Holding History

Evergreen Capital Management’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 Q2	$462K	Buy	3,300 +633	+24%	+$84K	0.01%	952
2026 Q1	$341K	Sell	2,667 -1,460	-35%	-$190K	0.01%	1029
2025 Q4	$564K	Buy	4,127 +1,735	+73%	+$238K	0.01%	677
2025 Q3	$349K	Sell	2,392 -1,059	-31%	-$140K	0.01%	870
2025 Q2	$436K	Buy	3,451 +1,894	+122%	+$237K	0.01%	624
2025 Q1	$204K	Buy	+1,557	New	+$201K	0.01%	999
2024 Q3	–	Sell	-3,779	Closed	-$465K	–	1007
2024 Q2	$465K	Buy	3,779 +744	+25%	+$95.7K	0.02%	487
2024 Q1	$414K	Buy	+3,035	New	+$378K	0.02%	500
2020 Q1	–	Sell	-3,296	Closed	-$361K	–	379
2019 Q4	$361K	Hold	3,296	–	–	0.03%	310
2019 Q3	$355K	Hold	3,296	–	–	0.03%	276
2019 Q2	$338K	Buy	3,296 +100	+3%	+$10.1K	0.03%	295
2019 Q1	$307K	Hold	3,196	–	–	0.03%	282
2018 Q4	$289K	Buy	3,196 +67	+2%	+$6.72K	0.03%	277
2018 Q3	$347K	Hold	3,129	–	–	0.03%	258
2018 Q2	$336K	Buy	3,129 +42	+1%	+$4.65K	0.03%	246
2018 Q1	$346K	Buy	+3,087	New	+$345K	0.03%	230

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AFGI4KRSP

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

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

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

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

Evergreen Capital Management's AFG Position: Q2 2026 in Review

Evergreen Capital Management increased its American Financial Group (AFG) stake by 24% in Q2 2026, buying an estimated $84K and bringing the position to 3,300 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #952.

Evergreen Capital Management first reported a position in AFG in Q1 2018 and has held it in 16 quarters since. The position peaked at $564K in Q4 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Evergreen Capital Management held 3,300 shares of American Financial Group worth $462K as of Q2 2026.
Evergreen Capital Management bought 633 American Financial Group shares in Q2 2026, an estimated $84K.
American Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #952 holding.
Evergreen Capital Management first reported a position in American Financial Group in Q1 2018 and has held it in 16 quarters since.
Evergreen Capital Management's American Financial Group position peaked at $564K in Q4 2025.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.