FMI
AFG icon

F/M Investments’s American Financial Group AFG Stock Holding History

F/M Investments’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 		$320K Sell
2,506
-120
-5% -$15.6K 0.02% 280
2025
Q4 		$359K Hold
2,626
– – 0.01% 366
2025
Q3 		$383K Hold
2,626
– – 0.01% 353
2025
Q2 		$331K Hold
2,626
– – 0.01% 358
2025
Q1 		$345K Buy
+2,626
New +$339K 0.01% 349
2024
Q4 		– Sell
-2,626
Closed -$355K – 400
2024
Q3 		$355K Buy
+2,626
New +$340K 0.01% 303
2024
Q2 		– Sell
-2,681
Closed -$366K – 316
2024
Q1 		$366K Sell
2,681
-14
-0.5% -$1.74K 0.25% 53
2023
Q4 		$320K Sell
2,695
-1
-0% -$113 0.18% 64
2023
Q3 		$301K Buy
+2,696
New +$311K 0.22% 57

Other funds holding AFG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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