SIM
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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
Q3 		$500K Hold
3,654
– – 0.16% 28
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sims Investment Management's AFG Position: Q3 2026 in Review

Sims Investment Management held its American Financial Group (AFG) position steady in Q3 2026 at 3,654 shares worth $500K. The position accounts for 0.16% of the portfolio, ranked #28.

Sims Investment Management first reported a position in AFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $796K in Q4 2024. 37 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

  • Sims Investment Management held 3,654 shares of American Financial Group worth $500K as of Q3 2026.
  • Sims Investment Management left its American Financial Group share count unchanged in Q3 2026.
  • American Financial Group made up 0.16% of Sims Investment Management's portfolio in Q3 2026, its #28 holding.
  • Sims Investment Management first reported a position in American Financial Group in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's American Financial Group position peaked at $796K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.