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NewEdge Wealth’s American Financial Group AFG Stock Holding History

NewEdge Wealth’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
Q2 		– Sell
-1,612
Closed -$212K – 962
2025
Q1 		$212K Sell
1,612
-206
-11% -$26.6K ﹤0.01% 876
2024
Q4 		$249K Buy
1,818
+248
+16% +$34.1K ﹤0.01% 815
2024
Q3 		$211K Buy
+1,570
New +$203K ﹤0.01% 829
2024
Q2 		– Sell
-4,975
Closed -$635K – 761
2024
Q1 		$635K Buy
+4,975
New +$619K 0.01% 510

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Wealth's AFG Position: Q2 2025 in Review

NewEdge Wealth sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 1,612 shares — an estimated $212K sold.

NewEdge Wealth first reported a position in AFG in Q1 2024 and held it in 4 quarters. The position peaked at $635K in Q1 2024. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • NewEdge Wealth reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 1,612 American Financial Group shares in Q2 2025, an estimated $212K.
  • NewEdge Wealth first reported a position in American Financial Group in Q1 2024 and held it in 4 quarters.
  • NewEdge Wealth's American Financial Group position peaked at $635K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.