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Sequoia Financial Advisors’s American Financial Group AFG Stock Holding History

Sequoia Financial Advisors’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 		$364K Sell
2,854
-4,733
-62% -$615K ﹤0.01% 1446
2025
Q4 		$1.04M Buy
7,587
+1,912
+34% +$262K 0.01% 869
2025
Q3 		$827K Buy
5,675
+2,194
+63% +$291K 0.01% 881
2025
Q2 		$439K Buy
+3,481
New +$436K ﹤0.01% 1067
2025
Q1 		– Sell
-1,744
Closed -$239K – 1373
2024
Q4 		$239K Sell
1,744
-65
-4% -$8.95K ﹤0.01% 1135
2024
Q3 		$243K Buy
+1,809
New +$234K ﹤0.01% 1076

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