JB Capital’s American Financial Group AFG Stock Holding History

JB 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
2026 Q1	$555K	Buy	4,347 +79	+2%	+$10.3K	0.02%	174
2025 Q4	$583K	Buy	4,268 +89	+2%	+$12.2K	0.02%	169
2025 Q3	$609K	Buy	4,179 +26	+0.6%	+$3.45K	0.03%	163
2025 Q2	$524K	Buy	4,153 +26	+0.6%	+$3.25K	0.03%	161
2025 Q1	$542K	Buy	4,127 +88	+2%	+$11.4K	0.03%	149
2024 Q4	$553K	Buy	4,039 +129	+3%	+$17.8K	0.03%	145
2024 Q3	$526K	Buy	3,910 +22	+0.6%	+$2.85K	0.03%	150
2024 Q2	$478K	Buy	3,888 +22	+0.6%	+$2.83K	0.03%	151
2024 Q1	$528K	Buy	3,866 +97	+3%	+$12.1K	0.04%	138
2023 Q4	$448K	Buy	3,769 +76	+2%	+$8.56K	0.03%	143
2023 Q3	$412K	Buy	3,693 +19	+0.5%	+$2.19K	0.03%	125
2023 Q2	$436K	Buy	3,674 +19	+0.5%	+$2.24K	0.04%	117
2023 Q1	$444K	Buy	3,655 +124	+4%	+$16.3K	0.04%	114
2022 Q4	$485K	Buy	3,531 +66	+2%	+$9.05K	0.05%	105
2022 Q3	$426K	Buy	3,465 +14	+0.4%	+$1.84K	0.05%	112
2022 Q2	$479K	Buy	3,451 +206	+6%	+$29K	0.05%	160
2022 Q1	$473K	Buy	3,245 +60	+2%	+$8.18K	0.05%	169
2021 Q4	$437K	Buy	3,185 +236	+8%	+$32.4K	0.04%	176
2021 Q3	$371K	Buy	+2,949	New	+$385K	0.05%	202

Other funds holding AFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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