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Ruggaard & Associates’s American Financial Group AFG Stock Holding History

Ruggaard & Associates’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
-1,400
Closed -$204K – 122
2025
Q3 		$204K Buy
+1,400
New +$186K 0.08% 117

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ruggaard & Associates's AFG Position: Q4 2025 in Review

Ruggaard & Associates sold out of American Financial Group (AFG) in Q4 2025, closing a stake of 1,400 shares — an estimated $204K sold.

Ruggaard & Associates first reported a position in AFG in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 515 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

  • Ruggaard & Associates reported no remaining American Financial Group position as of Q4 2025 after selling out during the quarter.
  • Ruggaard & Associates sold 1,400 American Financial Group shares in Q4 2025, an estimated $204K.
  • Ruggaard & Associates first reported a position in American Financial Group in Q3 2025 and held it in 1 quarter.
  • Ruggaard & Associates's American Financial Group position peaked at $204K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on Ruggaard & Associates's 13F filing for Q4 2025, filed 20 Feb 2026.