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Principal Securities’s American Financial Group AFG Stock Holding History

Principal Securities’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
Q4 		– Sell
-278
Closed -$40.5K – 1384
2025
Q3 		$40.5K Buy
278
+15
+6% +$1.99K ﹤0.01% 2058
2025
Q2 		$33.2K Buy
263
+37
+16% +$4.63K ﹤0.01% 2078
2025
Q1 		$30.9K Hold
226
– – ﹤0.01% 1972
2024
Q4 		$30.9K Buy
226
+13
+6% +$1.79K ﹤0.01% 1968
2024
Q3 		$28.7K Buy
213
+59
+38% +$7.64K ﹤0.01% 1940
2024
Q2 		$18.9K Buy
154
+29
+23% +$3.73K ﹤0.01% 2087
2024
Q1 		$17.1K Buy
125
+28
+29% +$3.49K ﹤0.01% 2091
2023
Q4 		$11.5K Buy
+97
New +$10.9K ﹤0.01% 2170

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Securities's AFG Position: Q4 2025 in Review

Principal Securities sold out of American Financial Group (AFG) in Q4 2025, closing a stake of 278 shares — an estimated $40.5K sold.

Principal Securities first reported a position in AFG in Q4 2023 and held it in 8 quarters. The position peaked at $40.5K in Q3 2025. 512 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

  • Principal Securities reported no remaining American Financial Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 278 American Financial Group shares in Q4 2025, an estimated $40.5K.
  • Principal Securities first reported a position in American Financial Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's American Financial Group position peaked at $40.5K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.