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Mount Yale Investment Advisors’s American Financial Group AFG Stock Holding History

Mount Yale Investment 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
2026
Q1 		– Sell
-11,284
Closed -$1.54M – 1096
2025
Q4 		$1.54M Buy
11,284
+260
+2% +$35.7K 0.07% 234
2025
Q3 		$1.61M Buy
11,024
+10,974
+21,948% +$1.46M 0.11% 199
2025
Q2 		$6.31K Buy
+50
New +$6.26K ﹤0.01% 1198

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's AFG Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 11,284 shares — an estimated $1.54M sold.

Mount Yale Investment Advisors first reported a position in AFG in Q2 2025 and held it in 3 quarters. The position peaked at $1.61M in Q3 2025. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,284 American Financial Group shares in Q1 2026, an estimated $1.54M.
  • Mount Yale Investment Advisors first reported a position in American Financial Group in Q2 2025 and held it in 3 quarters.
  • Mount Yale Investment Advisors's American Financial Group position peaked at $1.61M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.