VWA
AFG icon

Valued Wealth Advisors’s American Financial Group AFG Stock Holding History

Valued Wealth Advisors’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 		$1.8K Buy
14
+5
+56% +$649 ﹤0.01% 582
2025
Q4 		$1.24K Buy
9
+4
+80% +$549 ﹤0.01% 444
2025
Q3 		$734 Hold
5
– – ﹤0.01% 486
2025
Q2 		$635 Hold
5
– – ﹤0.01% 500
2025
Q1 		$660 Hold
5
– – ﹤0.01% 525
2024
Q4 		$685 Hold
5
– – ﹤0.01% 523
2024
Q3 		$673 Sell
5
-2
-29% -$259 ﹤0.01% 510
2024
Q2 		$862 Buy
7
+1
+17% +$129 ﹤0.01% 454
2024
Q1 		$819 Buy
6
+3
+100% +$373 ﹤0.01% 456
2023
Q4 		$336 Buy
+3
New +$338 ﹤0.01% 466

Other funds holding AFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
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