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Oak Thistle LLC’s American Financial Group AFG Stock Holding History

Oak Thistle LLC’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
-7,841
Closed -$1.07M – 460
2025
Q4 		$1.07M Buy
+7,841
New +$1.08M 0.15% 296
2024
Q3 		– Sell
-8,026
Closed -$987K – 389
2024
Q2 		$987K Buy
+8,026
New +$1.03M 0.73% 13
2024
Q1 		– Sell
-2,215
Closed -$263K – 289
2023
Q4 		$263K Sell
2,215
-2,736
-55% -$308K 0.08% 369
2023
Q3 		$553K Buy
4,951
+2,606
+111% +$301K 0.16% 266
2023
Q2 		$278K Buy
+2,345
New +$276K 0.15% 266

Other funds holding AFG

BlackRock
BlackRock New York $5.7T 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