MG
AFG icon

Mather Group’s American Financial Group AFG Stock Holding History

Mather Group’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 		$183K Buy
+1,431
New +$186K ﹤0.01% 755
2025
Q4 		– Sell
-1,431
Closed -$209K – 661
2025
Q3 		$209K Buy
+1,431
New +$190K ﹤0.01% 612
2025
Q2 		– Sell
-1,431
Closed -$188K – 632
2025
Q1 		$188K Hold
1,431
– – ﹤0.01% 607
2024
Q4 		$196K Hold
1,431
– – ﹤0.01% 573
2024
Q3 		$193K Hold
1,431
– – ﹤0.01% 586
2024
Q2 		$195K Hold
1,431
– – ﹤0.01% 623
2024
Q1 		$170K Buy
+1,431
New +$178K ﹤0.01% 566
2023
Q1 		– Sell
-1,586
Closed -$218K – 511
2022
Q4 		$218K Buy
+1,586
New +$217K ﹤0.01% 448
2022
Q2 		– Sell
-1,936
Closed -$282K – 375
2022
Q1 		$282K Buy
1,936
+349
+22% +$47.6K 0.01% 356
2021
Q4 		$218K Buy
+1,587
New +$218K ﹤0.01% 360

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