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TOBAM’s American Financial Group AFG Stock Holding History

TOBAM’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
Q3 		– Sell
-21
Closed -$3K – 248
2025
Q2 		$3K Hold
21
– – ﹤0.01% 234
2025
Q1 		$3K Buy
+21
New +$2.71K ﹤0.01% 225
2023
Q1 		– Sell
-235
Closed -$32K – 361
2022
Q4 		$32K Sell
235
-237
-50% -$32.5K ﹤0.01% 371
2022
Q3 		$58K Hold
472
– – ﹤0.01% 346
2022
Q2 		$66K Buy
+472
New +$66.4K ﹤0.01% 347
2022
Q1 		– Sell
-37
Closed -$5K – 430
2021
Q4 		$5K Sell
37
-288
-89% -$39.6K ﹤0.01% 427
2021
Q3 		$41K Hold
325
– – ﹤0.01% 384
2021
Q2 		$41K Buy
+325
New +$40.6K ﹤0.01% 373

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TOBAM's AFG Position: Q3 2025 in Review

TOBAM sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 21 shares — an estimated $3K sold.

TOBAM first reported a position in AFG in Q2 2021 and held it in 8 quarters. The position peaked at $66K in Q2 2022. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

  • TOBAM reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
  • TOBAM sold 21 American Financial Group shares in Q3 2025, an estimated $3K.
  • TOBAM first reported a position in American Financial Group in Q2 2021 and held it in 8 quarters.
  • TOBAM's American Financial Group position peaked at $66K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on TOBAM's 13F filing for Q3 2025, filed 7 Nov 2025.