Pathstone Holdings
AFG icon

Pathstone Holdings’s American Financial Group AFG Stock Holding History

Pathstone Holdings’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 		$3.74M Sell
29,302
-700
-2% -$90.9K 0.01% 698
2025
Q4 		$4.1M Sell
30,002
-1,177
-4% -$161K 0.02% 646
2025
Q3 		$4.54M Buy
31,179
+550
+2% +$73K 0.02% 593
2025
Q2 		$3.87M Sell
30,629
-928
-3% -$116K 0.02% 645
2025
Q1 		$4.14M Buy
31,557
+35
+0.1% +$4.52K 0.02% 625
2024
Q4 		$4.32M Sell
31,522
-578
-2% -$79.5K 0.02% 595
2024
Q3 		$4.32M Sell
32,100
-543
-2% -$70.4K 0.02% 607
2024
Q2 		$4.02M Buy
32,643
+128
+0.4% +$16.5K 0.02% 611
2024
Q1 		$4.44M Buy
32,515
+21,891
+206% +$2.73M 0.02% 543
2023
Q4 		$1.26M Buy
+10,624
New +$1.2M 0.01% 950

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