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Activest Wealth Management’s American Financial Group AFG Stock Holding History

Activest Wealth Management’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 		$7.14K Buy
+51
New +$6.76K ﹤0.01% 654
2026
Q1 		– Sell
-23
Closed -$2.99K – 1234
2025
Q4 		$3.14K Buy
+23
New +$3.16K ﹤0.01% 830
2025
Q1 		– Sell
-1
Closed -$129 – 1052
2024
Q4 		$137 Buy
+1
New +$138 ﹤0.01% 668

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

Activest Wealth Management's AFG Position: Q2 2026 in Review

Activest Wealth Management opened a new position in American Financial Group (AFG) in Q2 2026: 51 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in AFG as recently as Q4 2025.

Activest Wealth Management first reported a position in AFG in Q4 2024 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Activest Wealth Management held 51 shares of American Financial Group worth $7.14K as of Q2 2026.
  • American Financial Group was a new Activest Wealth Management position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Activest Wealth Management first reported a position in American Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.