Harvest Fund Management’s American Financial Group AFG Stock Holding History

Harvest Fund 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
2025 Q1	–	Sell	-46	Closed	-$6K	–	667
2024 Q4	$6K	Hold	46	–	–	﹤0.01%	685
2024 Q3	$6K	Hold	46	–	–	﹤0.01%	534
2024 Q2	$6K	Hold	46	–	–	﹤0.01%	564
2024 Q1	$6K	Buy	+46	New	+$5.73K	﹤0.01%	601
2023 Q1	–	Sell	-123	Closed	-$17K	–	732
2022 Q4	$17K	Hold	123	–	–	﹤0.01%	610
2022 Q3	$15K	Hold	123	–	–	﹤0.01%	585
2022 Q2	$17K	Hold	123	–	–	﹤0.01%	551
2022 Q1	$17K	Hold	123	–	–	﹤0.01%	590
2021 Q4	$16K	Hold	123	–	–	﹤0.01%	640
2021 Q3	$15K	Hold	123	–	–	﹤0.01%	632
2021 Q2	$15K	Buy	+123	New	+$15.4K	﹤0.01%	667

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Fund Management's AFG Position: Q1 2025 in Review

Harvest Fund Management sold out of American Financial Group (AFG) in Q1 2025, closing a stake of 46 shares — an estimated $6K sold.

Harvest Fund Management first reported a position in AFG in Q2 2021 and held it in 11 quarters. The position peaked at $17K in Q4 2022. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

Harvest Fund Management reported no remaining American Financial Group position as of Q1 2025 after selling out during the quarter.
Harvest Fund Management sold 46 American Financial Group shares in Q1 2025, an estimated $6K.
Harvest Fund Management first reported a position in American Financial Group in Q2 2021 and held it in 11 quarters.
Harvest Fund Management's American Financial Group position peaked at $17K in Q4 2022.
481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.