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Impact Partnership Wealth’s American Financial Group AFG Stock Holding History

Impact Partnership 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 		$1.06M Buy
8,272
+2,010
+32% +$261K 0.13% 113
2025
Q4 		$856K Buy
6,262
+1,139
+22% +$156K 0.11% 127
2025
Q3 		$747K Sell
5,123
-511
-9% -$67.8K 0.11% 121
2025
Q2 		$711K Buy
5,634
+1,027
+22% +$128K 0.13% 85
2025
Q1 		$605K Sell
4,607
-710
-13% -$91.7K 0.13% 87
2024
Q4 		$728K Buy
5,317
+2,426
+84% +$334K 0.15% 85
2024
Q3 		$389K Sell
2,891
-1,706
-37% -$221K 0.09% 139
2024
Q2 		$565K Buy
4,597
+2,101
+84% +$270K 0.15% 91
2024
Q1 		$341K Buy
2,496
+2,443
+4,609% +$304K 0.14% 113
2023
Q4 		$6.32K Sell
53
-2,347
-98% -$264K ﹤0.01% 557
2023
Q3 		$268K Buy
+2,400
New +$277K 0.08% 141

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