GT
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Greenleaf Trust’s American Financial Group AFG Stock Holding History

Greenleaf Trust’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
-1,554
Closed -$212K – 807
2025
Q4 		$212K Sell
1,554
-4
-0.3% -$549 ﹤0.01% 779
2025
Q3 		$227K Buy
+1,558
New +$207K ﹤0.01% 741
2023
Q3 		– Sell
-1,905
Closed -$226K – 744
2023
Q2 		$226K Buy
+1,905
New +$225K ﹤0.01% 689
2022
Q3 		– Sell
-1,445
Closed -$201K – 708
2022
Q2 		$201K Sell
1,445
-13
-0.9% -$1.83K ﹤0.01% 673
2022
Q1 		$212K Sell
1,458
-86
-6% -$11.7K ﹤0.01% 714
2021
Q4 		$212K Buy
+1,544
New +$212K ﹤0.01% 715

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