AIFS
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A&I Financial Services’s American Financial Group AFG Stock Holding History

A&I Financial Services’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
Q2 		$852K Buy
6,091
+627
+11% +$83.2K 0.37% 38
2026
Q1 		$698K Buy
5,464
+435
+9% +$56.5K 0.33% 37
2025
Q4 		$687K Buy
5,029
+360
+8% +$49.4K 0.33% 43
2025
Q3 		$684K Buy
4,669
+155
+3% +$20.6K 0.33% 35
2025
Q2 		$570K Buy
4,514
+348
+8% +$43.5K 0.32% 39
2025
Q1 		$547K Sell
4,166
-42
-1% -$5.42K 0.37% 40
2024
Q4 		$576K Buy
+4,208
New +$579K 0.56% 27

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

A&I Financial Services's AFG Position: Q2 2026 in Review

A&I Financial Services increased its American Financial Group (AFG) stake by 11% in Q2 2026, buying an estimated $83.2K and bringing the position to 6,091 shares worth $852K. The position accounts for 0.37% of the portfolio, ranked #38.

A&I Financial Services first reported a position in AFG in Q4 2024 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • A&I Financial Services held 6,091 shares of American Financial Group worth $852K as of Q2 2026.
  • A&I Financial Services bought 627 American Financial Group shares in Q2 2026, an estimated $83.2K.
  • American Financial Group made up 0.37% of A&I Financial Services's portfolio in Q2 2026, its #38 holding.
  • A&I Financial Services first reported a position in American Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 515 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.