Legacy Financial Advisors’s American Financial Group AFG Stock Holding History

Legacy Financial Advisors’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 Q3	–	Sell	-4,105	Closed	-$518K	–	417
2025 Q2	$518K	Sell	4,105 -14	-0.3%	-$1.75K	0.08%	199
2025 Q1	$541K	Sell	4,119 -8	-0.2%	-$1.03K	0.09%	181
2024 Q4	$565K	Buy	4,127 +100	+2%	+$13.8K	0.09%	180
2024 Q3	$542K	Sell	4,027 -1,146	-22%	-$149K	0.09%	182
2024 Q2	$636K	Sell	5,173 -7	-0.1%	-$901	0.11%	153
2024 Q1	$707K	Hold	5,180	–	–	0.13%	135
2023 Q4	$616K	Sell	5,180 -17	-0.3%	-$1.92K	0.12%	135
2023 Q3	$580K	Hold	5,197	–	–	0.12%	112
2023 Q2	$617K	Sell	5,197 -25	-0.5%	-$2.95K	0.12%	109
2023 Q1	$634K	Sell	5,222 -12	-0.2%	-$1.58K	0.13%	96
2022 Q4	$719K	Buy	5,234 +19	+0.4%	+$2.6K	0.15%	75
2022 Q3	$641K	Buy	5,215 +11	+0.2%	+$1.44K	0.15%	76
2022 Q2	$722K	Sell	5,204 -30	-0.6%	-$4.22K	0.18%	63
2022 Q1	$762K	Buy	+5,234	New	+$714K	0.17%	65
2018 Q4	–	Sell	-23	Closed	-$2K	–	970
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	791
2018 Q2	$2K	Buy	+23	New	+$2.55K	﹤0.01%	805

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's AFG Position: Q3 2025 in Review

Legacy Financial Advisors sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 4,105 shares — an estimated $518K sold.

Legacy Financial Advisors first reported a position in AFG in Q2 2018 and held it in 16 quarters. The position peaked at $762K in Q1 2022. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

Legacy Financial Advisors reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
Legacy Financial Advisors sold 4,105 American Financial Group shares in Q3 2025, an estimated $518K.
Legacy Financial Advisors first reported a position in American Financial Group in Q2 2018 and held it in 16 quarters.
Legacy Financial Advisors's American Financial Group position peaked at $762K in Q1 2022.
488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.