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Quest Investment Management’s American Financial Group AFG Stock Holding History

Quest Investment Management’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
-3,436
Closed -$470K – 123
2025
Q4 		$470K Sell
3,436
-2,165
-39% -$297K 0.05% 100
2025
Q3 		$816K Sell
5,601
-2,415
-30% -$320K 0.09% 86
2025
Q2 		$1.01M Buy
+8,016
New +$1M 0.11% 78

Other funds holding AFG

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
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

Quest Investment Management's AFG Position: Q1 2026 in Review

Quest Investment Management sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 3,436 shares — an estimated $470K sold.

Quest Investment Management first reported a position in AFG in Q2 2025 and held it in 3 quarters. The position peaked at $1.01M in Q2 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Quest Investment Management reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Quest Investment Management sold 3,436 American Financial Group shares in Q1 2026, an estimated $470K.
  • Quest Investment Management first reported a position in American Financial Group in Q2 2025 and held it in 3 quarters.
  • Quest Investment Management's American Financial Group position peaked at $1.01M in Q2 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.