Superior Planning, LLC’s American Financial Group AFG Stock Holding History

Superior Planning, LLC’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	$1.5K	Buy	+11	New	+$1.57K	﹤0.01%	1651

Other funds holding AFG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Superior Planning, LLC's AFG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in American Financial Group (AFG) in Q3 2026: 11 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings.

354 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Superior Planning, LLC held 11 shares of American Financial Group worth $1.5K as of Q3 2026.
American Financial Group was a new Superior Planning, LLC position in Q3 2026.
American Financial Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1651 holding.
354 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.