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

Rakuten 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	-2,826	Closed	-$390K	–	475
2025 Q4	$390K	Sell	2,826 -61,902	-96%	-$8.49M	﹤0.01%	591
2025 Q3	$22.2M	Buy	+64,728	New	+$8.59M	0.08%	73
2025 Q1	$256K	Buy	+1,968	New	+$254K	﹤0.01%	637
2024 Q3	$176K	Buy	1,304 +324	+33%	+$42K	﹤0.01%	499
2024 Q2	$123K	Buy	980 +364	+59%	+$46.8K	﹤0.01%	501
2024 Q1	$84.1K	Buy	616 +564	+1,085%	+$70.2K	﹤0.01%	498
2023 Q4	$6.21K	Buy	+52	New	+$5.86K	﹤0.01%	513

Other funds holding AFG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Rakuten Investment Management sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 2,826 shares — an estimated $390K sold.

Rakuten Investment Management first reported a position in AFG in Q4 2023 and held it in 7 quarters. The position peaked at $22.2M in Q3 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Rakuten Investment Management reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 2,826 American Financial Group shares in Q1 2026, an estimated $390K.
Rakuten Investment Management first reported a position in American Financial Group in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's American Financial Group position peaked at $22.2M in Q3 2025.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.