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SVB Wealth’s American Financial Group AFG Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-76
Closed -$9.98K – 458
2025
Q1 		$9.98K Buy
+76
New +$9.81K ﹤0.01% 882
2023
Q1 		– Sell
-1,655
Closed -$227K – 1008
2022
Q4 		$227K Buy
+1,655
New +$227K ﹤0.01% 869
2022
Q3 		– Sell
-1,478
Closed -$205K – 990
2022
Q2 		$205K Buy
+1,478
New +$208K ﹤0.01% 673

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's AFG Position: Q2 2025 in Review

SVB Wealth sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 76 shares — an estimated $9.98K sold.

SVB Wealth first reported a position in AFG in Q2 2022 and held it in 3 quarters. The position peaked at $227K in Q4 2022. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • SVB Wealth reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 76 American Financial Group shares in Q2 2025, an estimated $9.98K.
  • SVB Wealth first reported a position in American Financial Group in Q2 2022 and held it in 3 quarters.
  • SVB Wealth's American Financial Group position peaked at $227K in Q4 2022.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.