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Heritage Wealth Management (Ohio)’s American Financial Group AFG Stock Holding History

Heritage Wealth Management (Ohio)’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 		$313K Sell
2,450
-1,006
-29% -$131K 0.15% 124
2025
Q4 		$472K Sell
3,456
-150
-4% -$20.6K 0.13% 158
2025
Q3 		$525K Sell
3,606
-200
-5% -$26.5K 0.15% 139
2025
Q2 		$480K Buy
3,806
+1,500
+65% +$188K 0.16% 144
2025
Q1 		$303K Hold
2,306
– – 0.1% 183
2024
Q4 		$316K Hold
2,306
– – 0.11% 182
2024
Q3 		$310K Sell
2,306
-261
-10% -$33.8K 0.1% 179
2024
Q2 		$307K Buy
+2,567
New +$330K 0.1% 174

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