Evergreen Capital Management
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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
Q3 		$439K Sell
3,207
-93
-3% -$13.2K 0.01% 936
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Evergreen Capital Management's AFG Position: Q3 2026 in Review

Evergreen Capital Management reduced its American Financial Group (AFG) stake by 2.8% in Q3 2026, selling an estimated $13.2K and leaving 3,207 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #936.

Evergreen Capital Management first reported a position in AFG in Q1 2018 and has held it in 17 quarters since. The position peaked at $564K in Q4 2025. 287 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Evergreen Capital Management held 3,207 shares of American Financial Group worth $439K as of Q3 2026.
  • Evergreen Capital Management sold 93 American Financial Group shares in Q3 2026, an estimated $13.2K.
  • American Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #936 holding.
  • Evergreen Capital Management first reported a position in American Financial Group in Q1 2018 and has held it in 17 quarters since.
  • Evergreen Capital Management's American Financial Group position peaked at $564K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.