SFA
AFG icon

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
Q2 		– Sell
-2,854
Closed -$364K – 2166
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's AFG Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 2,854 shares — an estimated $364K sold.

Sequoia Financial Advisors first reported a position in AFG in Q3 2024 and held it in 6 quarters. The position peaked at $1.04M in Q4 2025. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,854 American Financial Group shares in Q2 2026, an estimated $364K.
  • Sequoia Financial Advisors first reported a position in American Financial Group in Q3 2024 and held it in 6 quarters.
  • Sequoia Financial Advisors's American Financial Group position peaked at $1.04M in Q4 2025.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.