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

Souders 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 		– Sell
-1,480
Closed -$202K – 219
2025
Q4 		$202K Buy
1,480
+20
+1% +$2.74K 0.02% 205
2025
Q3 		$213K Buy
+1,460
New +$194K 0.03% 197
2025
Q2 		– Sell
-1,984
Closed -$261K – 202
2025
Q1 		$261K Buy
+1,984
New +$256K 0.04% 161
2023
Q2 		– Sell
-4,373
Closed -$531K – 147
2023
Q1 		$531K Buy
+4,373
New +$576K 0.11% 110
2022
Q2 		– Sell
-1,402
Closed -$204K – 136
2022
Q1 		$204K Buy
+1,402
New +$191K 0.06% 141

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Souders Financial Advisors's AFG Position: Q1 2026 in Review

Souders Financial Advisors sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 1,480 shares — an estimated $202K sold.

Souders Financial Advisors first reported a position in AFG in Q1 2022 and held it in 5 quarters. The position peaked at $531K in Q1 2023. 493 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Souders Financial Advisors reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 1,480 American Financial Group shares in Q1 2026, an estimated $202K.
  • Souders Financial Advisors first reported a position in American Financial Group in Q1 2022 and held it in 5 quarters.
  • Souders Financial Advisors's American Financial Group position peaked at $531K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.