Sandy Spring Bank’s American Financial Group AFG Stock Holding History

Sandy Spring Bank’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 Q1	$27.6K	Hold	210	–	–	﹤0.01%	680
2024 Q4	$28.8K	Hold	210	–	–	﹤0.01%	685
2024 Q3	$28.3K	Hold	210	–	–	﹤0.01%	702
2024 Q2	$25.8K	Hold	210	–	–	﹤0.01%	704
2024 Q1	$28.7K	Hold	210	–	–	﹤0.01%	686
2023 Q4	$25K	Hold	210	–	–	﹤0.01%	679
2023 Q3	$23.5K	Hold	210	–	–	﹤0.01%	680
2023 Q2	$24.9K	Hold	210	–	–	﹤0.01%	678
2023 Q1	$25.5K	Hold	210	–	–	﹤0.01%	660
2022 Q4	$28.8K	Hold	210	–	–	﹤0.01%	627
2022 Q3	$26K	Hold	210	–	–	﹤0.01%	624
2022 Q2	$29K	Hold	210	–	–	﹤0.01%	622
2022 Q1	$31K	Sell	210 -100	-32%	-$13.6K	﹤0.01%	633
2021 Q4	$43K	Hold	310	–	–	﹤0.01%	603
2021 Q3	$39K	Hold	310	–	–	﹤0.01%	612
2021 Q2	$39K	Hold	310	–	–	﹤0.01%	627
2021 Q1	$35K	Hold	310	–	–	﹤0.01%	573
2020 Q4	$27K	Sell	310 -24	-7%	-$1.97K	﹤0.01%	589
2020 Q3	$23K	Buy	334 +24	+8%	+$1.55K	﹤0.01%	581
2020 Q2	$20K	Hold	310	–	–	﹤0.01%	601
2020 Q1	$22K	Hold	310	–	–	﹤0.01%	558
2019 Q4	$34K	Hold	310	–	–	﹤0.01%	522
2019 Q3	$33K	Hold	310	–	–	﹤0.01%	532
2019 Q2	$32K	Hold	310	–	–	﹤0.01%	527
2019 Q1	$30K	Hold	310	–	–	﹤0.01%	513
2018 Q4	$28K	Hold	310	–	–	﹤0.01%	518
2018 Q3	$34K	Buy	+310	New	+$34.5K	﹤0.01%	510
2016 Q2	–	Sell	-32	Closed	-$2K	–	903
2016 Q1	$2K	Hold	32	–	–	﹤0.01%	882
2015 Q4	$2K	Buy	+32	New	+$2.31K	﹤0.01%	858

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sandy Spring Bank's AFG Position: Q1 2025 in Review

Sandy Spring Bank held its American Financial Group (AFG) position steady in Q1 2025 at 210 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Sandy Spring Bank first reported a position in AFG in Q4 2015 and has held it in 29 quarters since. The position peaked at $43K in Q4 2021. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

Sandy Spring Bank held 210 shares of American Financial Group worth $27.6K as of Q1 2025.
Sandy Spring Bank left its American Financial Group share count unchanged in Q1 2025.
American Financial Group made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #680 holding.
Sandy Spring Bank first reported a position in American Financial Group in Q4 2015 and has held it in 29 quarters since.
Sandy Spring Bank's American Financial Group position peaked at $43K in Q4 2021.
481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.