SFA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return