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ECM
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
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
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$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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