Orion Portfolio Solutions’s American Financial Group AFG Stock Holding History

Orion Portfolio Solutions’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 Q1	$227K	Buy	1,727 +6	+0.3%	+$775	﹤0.01%	1751
2024 Q4	$236K	Buy	+1,721	New	+$237K	﹤0.01%	1676
2020 Q3	–	Sell	-642	Closed	-$41K	–	466
2020 Q2	$41K	Buy	642 +493	+331%	+$31.8K	﹤0.01%	752
2020 Q1	$10K	Sell	149 -135	-48%	-$13K	﹤0.01%	1053
2019 Q4	$31K	Buy	+284	New	+$30.4K	﹤0.01%	663

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's AFG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its American Financial Group (AFG) stake by 0.35% in Q1 2025, buying an estimated $775 and bringing the position to 1,727 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Orion Portfolio Solutions first reported a position in AFG in Q4 2019 and has held it in 5 quarters since. The position peaked at $236K in Q4 2024. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

Orion Portfolio Solutions held 1,727 shares of American Financial Group worth $227K as of Q1 2025.
Orion Portfolio Solutions bought 6 American Financial Group shares in Q1 2025, an estimated $775.
American Financial Group made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1751 holding.
Orion Portfolio Solutions first reported a position in American Financial Group in Q4 2019 and has held it in 5 quarters since.
Orion Portfolio Solutions's American Financial Group position peaked at $236K in Q4 2024.
481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.