FRA
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Frank Rimerman Advisors’s American Financial Group AFG Stock Holding History

Frank Rimerman Advisors’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 		$1.91M Sell
14,925
-491
-3% -$63.8K 0.13% 132
2025
Q4 		$2.11M Hold
15,416
– – 0.13% 122
2025
Q3 		$2.25M Buy
15,416
+4,679
+44% +$621K 0.14% 111
2025
Q2 		$1.36M Buy
10,737
+5,947
+124% +$744K 0.09% 171
2025
Q1 		$629K Sell
4,790
-1,600
-25% -$207K 0.05% 272
2024
Q4 		$875K Sell
6,390
-3,806
-37% -$524K 0.06% 216
2024
Q3 		$1.37M Buy
10,196
+411
+4% +$53.3K 0.1% 169
2024
Q2 		$1.2M Buy
+9,785
New +$1.26M 0.09% 185

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