Values First Advisors’s American Financial Group AFG Stock Holding History

Values First 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 Q3	$2.04M	Sell	14,920 -181	-1%	-$25.8K	0.96%	27
2026 Q2	$2.11M	Buy	15,101 +1,498	+11%	+$199K	0.97%	31
2026 Q1	$1.74M	Buy	13,603 +130	+1%	+$16.9K	0.91%	37
2025 Q4	$1.84M	Sell	13,473 -310	-2%	-$42.5K	0.96%	30
2025 Q3	$2.01M	Sell	13,783 -54	-0.4%	-$7.16K	1.07%	24
2025 Q2	$1.75M	Sell	13,837 -1,065	-7%	-$133K	0.95%	33
2025 Q1	$1.95M	Buy	14,902 +340	+2%	+$43.9K	1.14%	18
2024 Q4	$1.99M	Sell	14,562 -242	-2%	-$33.3K	1.1%	19
2024 Q3	$1.99M	Sell	14,804 -121	-0.8%	-$15.7K	1.08%	25
2024 Q2	$1.84M	Sell	14,925 -1,025	-6%	-$132K	1.1%	32
2024 Q1	$2.18M	Buy	15,950 +128	+0.8%	+$15.9K	1.28%	22
2023 Q4	$1.88M	Buy	15,822 +374	+2%	+$42.1K	1.14%	25
2023 Q3	$1.73M	Sell	15,448 -99	-0.6%	-$11.4K	1.11%	23
2023 Q2	$1.85M	Buy	15,547 +1,329	+9%	+$157K	1.11%	24
2023 Q1	$1.73M	Buy	14,218 +549	+4%	+$72.4K	1.1%	24
2022 Q4	$1.88M	Sell	13,669 -71	-0.5%	-$9.7K	1.31%	18
2022 Q3	$1.69M	Buy	13,740 +314	+2%	+$41.2K	1.21%	22
2022 Q2	$1.86M	Sell	13,426 -5,478	-29%	-$770K	1.32%	16
2022 Q1	$2.75M	Buy	18,904 +180	+1%	+$24.6K	1.74%	7
2021 Q4	$2.57M	Sell	18,724 -1,354	-7%	-$186K	1.52%	12
2021 Q3	$2.53M	Buy	20,078 +652	+3%	+$85.1K	1.64%	11
2021 Q2	$2.42M	Buy	19,426 +2,549	+15%	+$319K	1.64%	6
2021 Q1	$1.93M	Buy	16,877 +565	+3%	+$58.4K	1.42%	18
2020 Q4	$1.43M	Sell	16,312 -31	-0.2%	-$2.54K	1.14%	29
2020 Q3	$1.09M	Buy	16,343 +337	+2%	+$21.7K	1.01%	36
2020 Q2	$1.02M	Buy	16,006 +1,475	+10%	+$95.1K	1.01%	43
2020 Q1	$1.02M	Buy	14,531 +802	+6%	+$77.4K	1.22%	30
2019 Q4	$1.51M	Buy	+13,729	New	+$1.47M	1.45%	14

Other funds holding AFG

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Values First Advisors's AFG Position: Q3 2026 in Review

Values First Advisors reduced its American Financial Group (AFG) stake by 1.2% in Q3 2026, selling an estimated $25.8K and leaving 14,920 shares worth $2.04M. The position accounts for 0.96% of the portfolio, ranked #27.

Values First Advisors first reported a position in AFG in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.75M in Q1 2022. 138 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Values First Advisors held 14,920 shares of American Financial Group worth $2.04M as of Q3 2026.
Values First Advisors sold 181 American Financial Group shares in Q3 2026, an estimated $25.8K.
American Financial Group made up 0.96% of Values First Advisors's portfolio in Q3 2026, its #27 holding.
Values First Advisors first reported a position in American Financial Group in Q4 2019 and has held it in 28 quarters since.
Values First Advisors's American Financial Group position peaked at $2.75M in Q1 2022.
138 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.