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Forum Financial Management’s American Financial Group AFG Stock Holding History

Forum Financial 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 		– Sell
-2,283
Closed -$312K – 347
2025
Q4 		$312K Buy
2,283
+1
+0% +$137 ﹤0.01% 730
2025
Q3 		$333K Buy
2,282
+201
+10% +$26.7K ﹤0.01% 679
2025
Q2 		$263K Sell
2,081
-180
-8% -$22.5K ﹤0.01% 743
2025
Q1 		$297K Buy
+2,261
New +$292K ﹤0.01% 601
2022
Q3 		– Sell
-2,163
Closed -$300K – 548
2022
Q2 		$300K Buy
+2,163
New +$304K 0.02% 353

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's AFG Position: Q1 2026 in Review

Forum Financial Management sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 2,283 shares — an estimated $312K sold.

Forum Financial Management first reported a position in AFG in Q2 2022 and held it in 5 quarters. The position peaked at $333K in Q3 2025. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Forum Financial Management reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,283 American Financial Group shares in Q1 2026, an estimated $312K.
  • Forum Financial Management first reported a position in American Financial Group in Q2 2022 and held it in 5 quarters.
  • Forum Financial Management's American Financial Group position peaked at $333K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.