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American Financial shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of American Financial (AFG) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in American Financial

Tip: Access up to 7 years of quarterly data

All positions including American Financial held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Financial by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 11k 145.72
2025-06-30 $6.3k 50 126.22

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding American Financial

Vanguard Group
BlackRock
FMR
Victory Capital Management
State Street Corporation
Charles Schwab Investment Management
American Financial Group Inc Retirement & Savings Plan/
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Alliancebernstein
Invesco
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Financial