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Portfolio (Quarterly) Guide ↗

AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN

· CIK 0000943719
13F Portfolio $302M AUM 1 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2,366,711.0 $302.3M 100.00% -25K -1.0% $127.71 +3.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%