Harbour Investments’s American Financial Group AFG Stock Holding History

Harbour 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	$511	Buy	4 +2	+100%	+$260	﹤0.01%	4252
2025 Q4	$273	Buy	+2	New	+$274	﹤0.01%	3637
2025 Q1	–	Sell	-10	Closed	-$1.37K	–	3557
2024 Q4	$1.37K	Buy	10 +2	+25%	+$275	﹤0.01%	3097
2024 Q3	$1.08K	Sell	8 -7	-47%	-$907	﹤0.01%	3082
2024 Q2	$1.84K	Sell	15 -17	-53%	-$2.19K	﹤0.01%	2835
2024 Q1	$4.37K	Buy	32 +17	+113%	+$2.12K	﹤0.01%	2540
2023 Q4	$1.78K	Buy	+15	New	+$1.69K	﹤0.01%	2713
2023 Q3	–	Sell	-2	Closed	-$238	–	2999
2023 Q2	$238	Buy	+2	New	+$236	﹤0.01%	2889
2021 Q3	–	Sell	-2	Closed	–	–	3702
2021 Q2	$0	Buy	+2	New	+$250	﹤0.01%	3740

Other funds holding AFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

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