SFS
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Sowell Financial Services’s American Financial Group AFG Stock Holding History

Sowell Financial Services’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 		$223K Buy
1,750
+88
+5% +$11.4K 0.01% 975
2025
Q4 		$227K Buy
1,662
+127
+8% +$17.4K 0.01% 958
2025
Q3 		$224K Sell
1,535
-690
-31% -$91.5K 0.01% 948
2025
Q2 		$281K Buy
2,225
+77
+4% +$9.63K 0.01% 814
2025
Q1 		$282K Buy
+2,148
New +$277K 0.01% 791
2021
Q2 		– Sell
-3
Closed – – 557
2021
Q1 		$0 Hold
3
– – ﹤0.01% 3084
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2675
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2497
2020
Q2 		$0 Sell
3
-4,247
-100% -$274K ﹤0.01% 2439
2020
Q1 		$298K Buy
4,250
+398
+10% +$38.4K 0.02% 545
2019
Q4 		$422K Buy
3,852
+3,790
+6,113% +$406K 0.03% 497
2019
Q3 		$7K Buy
+62
New +$6.42K ﹤0.01% 1627

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