GRP
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Global Retirement Partners’s American Financial Group AFG Stock Holding History

Global Retirement Partners’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
2025
Q4 		$28.8K Buy
211
+190
+905% +$26.1K ﹤0.01% 2690
2025
Q3 		$3.06K Sell
21
-6
-22% -$796 ﹤0.01% 3165
2025
Q2 		$3.44K Buy
+27
New +$3.38K ﹤0.01% 3041
2024
Q3 		– Sell
-703
Closed -$86.5K – 3506
2024
Q2 		$86.5K Buy
703
+4
+0.6% +$515 ﹤0.01% 1277
2024
Q1 		$95.4K Buy
699
+14
+2% +$1.74K ﹤0.01% 1107
2023
Q4 		$80.3K Buy
685
+12
+2% +$1.35K ﹤0.01% 1156
2023
Q3 		$74.8K Sell
673
-2
-0.3% -$231 ﹤0.01% 1058
2023
Q2 		$80.1K Buy
675
+4
+0.6% +$471 ﹤0.01% 1044
2023
Q1 		$77.7K Buy
671
+32
+5% +$4.22K ﹤0.01% 1024
2022
Q4 		$87.8K Hold
639
– – 0.01% 853
2022
Q3 		$93K Buy
639
+205
+47% +$26.9K 0.01% 797
2022
Q2 		$60K Hold
434
– – ﹤0.01% 926
2022
Q1 		$58K Buy
+434
New +$59.2K ﹤0.01% 936
2019
Q1 		– Sell
-19
Closed -$2K – 1513
2018
Q4 		$2K Sell
19
-16
-46% -$1.6K ﹤0.01% 1310
2018
Q3 		$4K Hold
35
– – ﹤0.01% 1249
2018
Q2 		$4K Hold
35
– – ﹤0.01% 1224
2018
Q1 		$4K Sell
35
-6
-15% -$671 ﹤0.01% 1180
2017
Q4 		$4K Sell
41
-4
-9% -$420 ﹤0.01% 1144
2017
Q3 		$5K Hold
45
– – ﹤0.01% 987
2017
Q2 		$4K Sell
45
-18
-29% -$1.76K ﹤0.01% 962
2017
Q1 		$6K Hold
63
– – ﹤0.01% 858
2016
Q4 		$6K Buy
+63
New +$5.05K ﹤0.01% 799

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Global Retirement Partners's AFG Position: Q4 2025 in Review

Global Retirement Partners increased its American Financial Group (AFG) stake by 905% in Q4 2025, buying an estimated $26.1K and bringing the position to 211 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Global Retirement Partners first reported a position in AFG in Q4 2016 and has held it in 22 quarters since. The position peaked at $95.4K in Q1 2024. 512 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

  • Global Retirement Partners held 211 shares of American Financial Group worth $28.8K as of Q4 2025.
  • Global Retirement Partners bought 190 American Financial Group shares in Q4 2025, an estimated $26.1K.
  • American Financial Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2690 holding.
  • Global Retirement Partners first reported a position in American Financial Group in Q4 2016 and has held it in 22 quarters since.
  • Global Retirement Partners's American Financial Group position peaked at $95.4K in Q1 2024.
  • 512 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.