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Pallas Capital Advisors’s American Financial Group AFG Stock Holding History

Pallas Capital 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
2025
Q2 		– Sell
-1,647
Closed -$216K – 862
2025
Q1 		$216K Buy
+1,647
New +$213K 0.01% 669
2023
Q2 		– Sell
-11,594
Closed -$1.4M – 260
2023
Q1 		$1.4M Buy
11,594
+5,075
+78% +$669K 0.13% 113
2022
Q4 		$891K Buy
+6,519
New +$893K 0.09% 158

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

Pallas Capital Advisors's AFG Position: Q2 2025 in Review

Pallas Capital Advisors sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 1,647 shares — an estimated $216K sold.

Pallas Capital Advisors first reported a position in AFG in Q4 2022 and held it in 3 quarters. The position peaked at $1.4M in Q1 2023. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Pallas Capital Advisors reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 1,647 American Financial Group shares in Q2 2025, an estimated $216K.
  • Pallas Capital Advisors first reported a position in American Financial Group in Q4 2022 and held it in 3 quarters.
  • Pallas Capital Advisors's American Financial Group position peaked at $1.4M in Q1 2023.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Pallas Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.