Neo Ivy Capital Management’s American Financial Group AFG Stock Holding History

Neo Ivy Capital Management’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	$2.19M	Buy	+17,155	New	+$2.23M	0.58%	66
2025 Q3	–	Sell	-152	Closed	-$19.2K	–	379
2025 Q2	$19.2K	Buy	+152	New	+$19K	0.01%	323
2021 Q4	–	Sell	-12,071	Closed	-$766K	–	421
2021 Q3	$766K	Buy	12,071 +9,407	+353%	+$1.23M	0.88%	10
2021 Q2	$332K	Sell	2,664 -4,642	-64%	-$580K	0.34%	112
2021 Q1	$834K	Buy	+7,306	New	+$755K	0.91%	7
2020 Q4	–	Sell	-10,109	Closed	-$677K	–	402
2020 Q3	$677K	Sell	10,109 -1,962	-16%	-$126K	0.69%	20
2020 Q2	$766K	Buy	12,071 +4,199	+53%	+$271K	0.88%	10
2020 Q1	$552K	Buy	+7,872	New	+$760K	0.9%	6
2019 Q1	–	Sell	-12,428	Closed	-$1.13M	–	277
2018 Q4	$1.13M	Buy	+12,428	New	+$1.25M	0.89%	14

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Neo Ivy Capital Management's AFG Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in American Financial Group (AFG) in Q1 2026: 17,155 shares worth $2.19M. The stake represents 0.58% of the portfolio and ranks #66 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in AFG as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in AFG in Q4 2018 and has held it in 9 quarters since. 490 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Neo Ivy Capital Management held 17,155 shares of American Financial Group worth $2.19M as of Q1 2026.
American Financial Group was a new Neo Ivy Capital Management position in Q1 2026.
American Financial Group made up 0.58% of Neo Ivy Capital Management's portfolio in Q1 2026, its #66 holding.
Neo Ivy Capital Management first reported a position in American Financial Group in Q4 2018 and has held it in 9 quarters since.
490 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.