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Roman Butler Fullerton & Co’s American Financial Group AFG Stock Holding History

Roman Butler Fullerton & Co’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
-3,493
Closed -$444K – 244
2025
Q1 		$444K Buy
+3,493
New +$451K 0.17% 134

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

Roman Butler Fullerton & Co's AFG Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 3,493 shares — an estimated $444K sold.

Roman Butler Fullerton & Co first reported a position in AFG in Q1 2025 and held it in 1 quarter. The position peaked at $444K in Q1 2025. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Roman Butler Fullerton & Co reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 3,493 American Financial Group shares in Q2 2025, an estimated $444K.
  • Roman Butler Fullerton & Co first reported a position in American Financial Group in Q1 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's American Financial Group position peaked at $444K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.