Sound Income Strategies’s American Financial Group AFG Stock Holding History

Sound Income Strategies’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	$187K	Hold	1,465	–	–	0.01%	435
2025 Q4	$192K	Hold	1,465	–	–	0.01%	430
2025 Q3	$210K	Hold	1,465	–	–	0.01%	287
2025 Q2	$185K	Sell	1,465 -2,657	-64%	-$332K	0.01%	285
2025 Q1	$541K	Buy	+4,122	New	+$532K	0.03%	182
2024 Q4	–	Sell	-20	Closed	-$2.69K	–	1481
2024 Q3	$2.69K	Hold	20	–	–	﹤0.01%	1078
2024 Q2	$2.46K	Hold	20	–	–	﹤0.01%	1075
2024 Q1	$2.73K	Hold	20	–	–	﹤0.01%	1000
2023 Q4	$2.38K	Hold	20	–	–	﹤0.01%	1028
2023 Q3	$2.23K	Hold	20	–	–	﹤0.01%	890
2023 Q2	$2.38K	Hold	20	–	–	﹤0.01%	865
2023 Q1	$2.43K	Hold	20	–	–	﹤0.01%	808
2022 Q4	$2.75K	Hold	20	–	–	﹤0.01%	723
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	676
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	638
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	652
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	647
2021 Q3	$3K	Buy	20 +18	+900%	+$2.35K	﹤0.01%	624
2021 Q2	$0	Hold	2	–	–	﹤0.01%	878
2021 Q1	$228	Sell	2 -1	-33%	-$103	﹤0.01%	920
2020 Q4	$0	Hold	3	–	–	﹤0.01%	866
2020 Q3	$0	Hold	3	–	–	﹤0.01%	831
2020 Q2	$0	Hold	3	–	–	﹤0.01%	771
2020 Q1	$0	Hold	3	–	–	﹤0.01%	746
2019 Q4	$0	Hold	3	–	–	﹤0.01%	692
2019 Q3	$0	Hold	3	–	–	﹤0.01%	658
2019 Q2	$0	Hold	3	–	–	﹤0.01%	659
2019 Q1	$0	Hold	3	–	–	﹤0.01%	665
2018 Q4	$0	Hold	3	–	–	﹤0.01%	666
2018 Q3	$0	Hold	3	–	–	﹤0.01%	683
2018 Q2	$0	Hold	3	–	–	﹤0.01%	611
2018 Q1	$0	Hold	3	–	–	﹤0.01%	586
2017 Q4	$0	Buy	+3	New	+$315	﹤0.01%	505

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Income Strategies's AFG Position: Q1 2026 in Review

Sound Income Strategies held its American Financial Group (AFG) position steady in Q1 2026 at 1,465 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #435.

Sound Income Strategies first reported a position in AFG in Q4 2017 and has held it in 33 quarters since. The position peaked at $541K in Q1 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Sound Income Strategies held 1,465 shares of American Financial Group worth $187K as of Q1 2026.
Sound Income Strategies left its American Financial Group share count unchanged in Q1 2026.
American Financial Group made up 0.01% of Sound Income Strategies's portfolio in Q1 2026, its #435 holding.
Sound Income Strategies first reported a position in American Financial Group in Q4 2017 and has held it in 33 quarters since.
Sound Income Strategies's American Financial Group position peaked at $541K in Q1 2025.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.