Sims Investment Management’s American Financial Group AFG Stock Holding History

Sims Investment Management’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	$511K	Hold	3,654	–	–	0.16%	29
2026 Q1	$467K	Hold	3,654	–	–	0.17%	29
2025 Q4	$499K	Hold	3,654	–	–	0.18%	32
2025 Q3	$532K	Sell	3,654 -657	-15%	-$87.1K	0.19%	30
2025 Q2	$544K	Sell	4,311 -1,500	-26%	-$188K	0.22%	28
2025 Q1	$763K	Hold	5,811	–	–	0.34%	23
2024 Q4	$796K	Buy	+5,811	New	+$800K	0.45%	22

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sims Investment Management's AFG Position: Q2 2026 in Review

Sims Investment Management held its American Financial Group (AFG) position steady in Q2 2026 at 3,654 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #29.

Sims Investment Management first reported a position in AFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q4 2024. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Sims Investment Management held 3,654 shares of American Financial Group worth $511K as of Q2 2026.
Sims Investment Management left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up 0.16% of Sims Investment Management's portfolio in Q2 2026, its #29 holding.
Sims Investment Management first reported a position in American Financial Group in Q4 2024 and has held it in 7 quarters since.
Sims Investment Management's American Financial Group position peaked at $796K in Q4 2024.
515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.