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IEQ Capital’s American Financial Group AFG Stock Holding History

IEQ Capital’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
Q2 		– Sell
-17,388
Closed -$2.28M – 1816
2025
Q1 		$2.28M Buy
+17,388
New +$2.24M 0.02% 550
2022
Q4 		– Sell
-4,425
Closed -$544K – 814
2022
Q3 		$544K Buy
+4,425
New +$581K 0.01% 505
2020
Q1 		– Sell
-2,702
Closed -$297K – 371
2019
Q4 		$297K Buy
+2,702
New +$289K 0.03% 316

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's AFG Position: Q2 2025 in Review

IEQ Capital sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 17,388 shares — an estimated $2.28M sold.

IEQ Capital first reported a position in AFG in Q4 2019 and held it in 3 quarters. The position peaked at $2.28M in Q1 2025. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • IEQ Capital reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 17,388 American Financial Group shares in Q2 2025, an estimated $2.28M.
  • IEQ Capital first reported a position in American Financial Group in Q4 2019 and held it in 3 quarters.
  • IEQ Capital's American Financial Group position peaked at $2.28M in Q1 2025.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.