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Synergy Asset Management’s American Financial Group AFG Stock Holding History

Synergy 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
2025
Q2 		– Sell
-2,721
Closed -$357K – 187
2025
Q1 		$357K Buy
+2,721
New +$351K 0.05% 131
2023
Q2 		– Sell
-23,759
Closed -$2.89M – 90
2023
Q1 		$2.89M Buy
+23,759
New +$3.13M 0.69% 42

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

Synergy Asset Management's AFG Position: Q2 2025 in Review

Synergy Asset Management sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 2,721 shares — an estimated $357K sold.

Synergy Asset Management first reported a position in AFG in Q1 2023 and held it in 2 quarters. The position peaked at $2.89M in Q1 2023. 459 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Synergy Asset Management reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,721 American Financial Group shares in Q2 2025, an estimated $357K.
  • Synergy Asset Management first reported a position in American Financial Group in Q1 2023 and held it in 2 quarters.
  • Synergy Asset Management's American Financial Group position peaked at $2.89M in Q1 2023.
  • 459 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.