High Note Wealth’s American Financial Group AFG Stock Holding History

High Note Wealth’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	-16	Closed	-$2.19K	–	941
2025 Q4	$2.19K	Buy	+16	New	+$2.19K	﹤0.01%	740

Other funds holding AFG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

High Note Wealth's AFG Position: Q1 2026 in Review

High Note Wealth sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 16 shares — an estimated $2.19K sold.

High Note Wealth first reported a position in AFG in Q4 2025 and held it in 1 quarter. The position peaked at $2.19K in Q4 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

High Note Wealth reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 16 American Financial Group shares in Q1 2026, an estimated $2.19K.
High Note Wealth first reported a position in American Financial Group in Q4 2025 and held it in 1 quarter.
High Note Wealth's American Financial Group position peaked at $2.19K in Q4 2025.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.