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Sheaff Brock Investment Advisors’s American Financial Group AFG Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$6.1M Buy
46,407
+1,867
+4% +$241K 0.56% 56
2024
Q4 		$6.1M Sell
44,540
-409
-0.9% -$56.3K 0.53% 52
2024
Q3 		$6.05M Buy
44,949
+535
+1% +$69.3K 0.53% 52
2024
Q2 		$5.46M Sell
44,414
-2,290
-5% -$295K 0.51% 51
2024
Q1 		$6.37M Buy
46,704
+1,132
+2% +$141K 0.4% 52
2023
Q4 		$5.42M Buy
45,572
+659
+1% +$74.3K 0.42% 53
2023
Q3 		$5.02M Sell
44,913
-1
-0% -$115 0.45% 52
2023
Q2 		$5.33M Sell
44,914
-292
-0.6% -$34.4K 0.45% 51
2023
Q1 		$5.49M Buy
45,206
+550
+1% +$72.5K 0.51% 51
2022
Q4 		$6.13M Buy
44,656
+366
+0.8% +$50.2K 0.6% 45
2022
Q3 		$5.45M Buy
+44,290
New +$5.81M 0.58% 41

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's AFG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its American Financial Group (AFG) stake by 4.2% in Q1 2025, buying an estimated $241K and bringing the position to 46,407 shares worth $6.1M. The position accounts for 0.56% of the portfolio, ranked #56.

Sheaff Brock Investment Advisors first reported a position in AFG in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.37M in Q1 2024. 481 funds tracked by Wall St. Rank hold AFG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 46,407 shares of American Financial Group worth $6.1M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,867 American Financial Group shares in Q1 2025, an estimated $241K.
  • American Financial Group made up 0.56% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #56 holding.
  • Sheaff Brock Investment Advisors first reported a position in American Financial Group in Q3 2022 and has held it in 11 quarters since.
  • Sheaff Brock Investment Advisors's American Financial Group position peaked at $6.37M in Q1 2024.
  • 481 funds tracked by Wall St. Rank held American Financial Group as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.