UMB Bank’s American Financial Group AFG Stock Holding History

UMB Bank’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	$118K	Sell	925 -18	-2%	-$2.34K	﹤0.01%	903
2025 Q4	$129K	Buy	943 +130	+16%	+$17.8K	﹤0.01%	832
2025 Q3	$118K	Buy	813 +37	+5%	+$4.91K	﹤0.01%	792
2025 Q2	$97.9K	Buy	776 +105	+16%	+$13.1K	﹤0.01%	840
2025 Q1	$88.1K	Buy	671 +331	+97%	+$42.7K	﹤0.01%	818
2024 Q4	$46.6K	Buy	340 +158	+87%	+$21.7K	﹤0.01%	946
2024 Q3	$24.5K	Buy	182 +134	+279%	+$17.4K	﹤0.01%	1135
2024 Q2	$5.91K	Buy	48 +32	+200%	+$4.12K	﹤0.01%	1385
2024 Q1	$2.18K	Buy	+16	New	+$1.99K	﹤0.01%	1515
2022 Q3	–	Sell	-153	Closed	-$21K	–	1734
2022 Q2	$21K	Hold	153	–	–	﹤0.01%	1149
2022 Q1	$22K	Hold	153	–	–	﹤0.01%	1208
2021 Q4	$21K	Buy	+153	New	+$21K	﹤0.01%	1250

Other funds holding AFG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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