LI
AFG icon

LRI Investments’s American Financial Group AFG Stock Holding History

LRI Investments’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
Q2 		$4.06K Buy
29
+6
+26% +$796 ﹤0.01% 1178
2026
Q1 		$2.94K Hold
23
– – ﹤0.01% 1209
2025
Q4 		$3.14K Hold
23
– – ﹤0.01% 1129
2025
Q3 		$3.35K Hold
23
– – ﹤0.01% 1119
2025
Q2 		$2.9K Hold
23
– – ﹤0.01% 1113
2025
Q1 		$3.02K Hold
23
– – ﹤0.01% 1040
2024
Q4 		$3.15K Hold
23
– – ﹤0.01% 1011
2024
Q3 		$3.27K Hold
23
– – ﹤0.01% 1008
2024
Q2 		$2.83K Hold
23
– – ﹤0.01% 1008
2024
Q1 		$3.14K Buy
+23
New +$2.86K ﹤0.01% 694

Other funds holding AFG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return