Steward Financial Group’s American Financial Group AFG Stock Holding History

Steward Financial Group’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
2023 Q3	$3K	Buy	+30	New	+$3.46K	﹤0.01%	787
2023 Q2	–	Sell	-44	Closed	-$5K	–	414
2023 Q1	$5K	Buy	44 +27	+159%	+$3.56K	﹤0.01%	297
2022 Q4	$2K	Buy	+17	New	+$2.33K	﹤0.01%	293
2022 Q3	–	Sell	-42	Closed	-$5K	–	84
2022 Q2	$5K	Buy	+42	New	+$5.91K	﹤0.01%	316

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's AFG Position: Q3 2023 in Review

Steward Financial Group opened a new position in American Financial Group (AFG) in Q3 2023: 30 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AFG as recently as Q1 2023.

Steward Financial Group first reported a position in AFG in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 393 funds tracked by Wall St. Rank hold AFG as of Q3 2023.

Steward Financial Group held 30 shares of American Financial Group worth $3K as of Q3 2023.
American Financial Group was a new Steward Financial Group position in Q3 2023.
American Financial Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #787 holding.
Steward Financial Group first reported a position in American Financial Group in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's American Financial Group position peaked at $5K in Q1 2023.
393 funds tracked by Wall St. Rank held American Financial Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.