Sumitomo Mitsui DS Asset Management’s American Financial Group AFG Stock Holding History

Sumitomo Mitsui DS Asset Management’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	-7,756	Closed	-$1.06M	–	771
2025 Q4	$1.06M	Hold	7,756	–	–	0.01%	609
2025 Q3	$1.13M	Hold	7,756	–	–	0.01%	600
2025 Q2	$979K	Hold	7,756	–	–	0.01%	616
2025 Q1	$1.02M	Sell	7,756 -81	-1%	-$10.5K	0.01%	624
2024 Q4	$1.07M	Buy	7,837 +2,789	+55%	+$384K	0.01%	615
2024 Q3	$679K	Hold	5,048	–	–	0.01%	673
2024 Q2	$621K	Sell	5,048 -27	-0.5%	-$3.47K	0.01%	669
2024 Q1	$693K	Hold	5,075	–	–	0.01%	650
2023 Q4	$603K	Hold	5,075	–	–	0.01%	689
2023 Q3	$567K	Sell	5,075 -16	-0.3%	-$1.85K	0.01%	663
2023 Q2	$605K	Hold	5,091	–	–	0.01%	651
2023 Q1	$619K	Hold	5,091	–	–	0.01%	636
2022 Q4	$699K	Hold	5,091	–	–	0.01%	598
2022 Q3	$626K	Buy	5,091 +45	+0.9%	+$5.91K	0.01%	588
2022 Q2	$700K	Buy	5,046 +1,327	+36%	+$187K	0.02%	564
2022 Q1	$542K	Sell	3,719 -51	-1%	-$6.96K	0.01%	642
2021 Q4	$517K	Hold	3,770	–	–	0.01%	664
2021 Q3	$474K	Sell	3,770 -31	-0.8%	-$4.05K	0.01%	665
2021 Q2	$474K	Sell	3,801 -32	-0.8%	-$4K	0.01%	679
2021 Q1	$437K	Hold	3,833	–	–	0.01%	660
2020 Q4	$335K	Buy	3,833 +11	+0.3%	+$902	0.01%	682
2020 Q3	$255K	Hold	3,822	–	–	0.01%	678
2020 Q2	$242K	Hold	3,822	–	–	0.01%	682
2020 Q1	$267K	Buy	3,822 +31	+0.8%	+$2.99K	0.01%	619
2019 Q4	$415K	Hold	3,791	–	–	0.01%	626
2019 Q3	$408K	Hold	3,791	–	–	0.02%	594
2019 Q2	$388K	Sell	3,791 -1,156	-23%	-$116K	0.02%	598
2019 Q1	$475K	Buy	4,947 +17	+0.3%	+$1.63K	0.01%	682
2018 Q4	$446K	Hold	4,930	–	–	0.01%	657
2018 Q3	$547K	Hold	4,930	–	–	0.01%	672
2018 Q2	$529K	Hold	4,930	–	–	0.01%	673
2018 Q1	$553K	Sell	4,930 -60	-1%	-$6.71K	0.01%	672
2017 Q4	$541K	Sell	4,990 -53	-1%	-$5.56K	0.01%	692
2017 Q3	$521K	Hold	5,043	–	–	0.01%	655
2017 Q2	$501K	Buy	+5,043	New	+$494K	0.01%	673
2016 Q2	–	Sell	-11,276	Closed	-$793K	–	705
2016 Q1	$793K	Sell	11,276 -876	-7%	-$60K	0.02%	473
2015 Q4	$875K	Sell	12,152 -2,500	-17%	-$180K	0.03%	428
2015 Q3	$1.01M	Hold	14,652	–	–	0.03%	396
2015 Q2	$952K	Hold	14,652	–	–	0.03%	453
2015 Q1	$939K	Hold	14,652	–	–	0.03%	480
2014 Q4	$889K	Hold	14,652	–	–	0.03%	505
2014 Q3	$848K	Hold	14,652	–	–	0.03%	531
2014 Q2	$872K	Sell	14,652 -13,900	-49%	-$810K	0.02%	540
2014 Q1	$1.65M	Buy	28,552 +7,202	+34%	+$406K	0.05%	349
2013 Q4	$1.23M	Sell	21,350 -2,100	-9%	-$118K	0.04%	435
2013 Q3	$1.27M	Hold	23,450	–	–	0.04%	420
2013 Q2	$1.15M	Buy	+23,450	New	+$1.13M	0.03%	439

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

Sumitomo Mitsui DS Asset Management's AFG Position: Q1 2026 in Review

Sumitomo Mitsui DS Asset Management sold out of American Financial Group (AFG) in Q1 2026, closing a stake of 7,756 shares — an estimated $1.06M sold.

Sumitomo Mitsui DS Asset Management first reported a position in AFG in Q2 2013 and held it in 47 quarters. The position peaked at $1.65M in Q1 2014. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Sumitomo Mitsui DS Asset Management reported no remaining American Financial Group position as of Q1 2026 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 7,756 American Financial Group shares in Q1 2026, an estimated $1.06M.
Sumitomo Mitsui DS Asset Management first reported a position in American Financial Group in Q2 2013 and held it in 47 quarters.
Sumitomo Mitsui DS Asset Management's American Financial Group position peaked at $1.65M in Q1 2014.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.