AWM
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AE Wealth Management’s American Financial Group AFG Stock Holding History

AE 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 		– Sell
-3,434
Closed -$439K – 2664
2026
Q1 		$439K Sell
3,434
-2,566
-43% -$333K ﹤0.01% 1180
2025
Q4 		$820K Buy
6,000
+2,616
+77% +$359K ﹤0.01% 858
2025
Q3 		$493K Sell
3,384
-4,433
-57% -$588K ﹤0.01% 982
2025
Q2 		$986K Sell
7,817
-56
-0.7% -$7.01K 0.01% 728
2025
Q1 		$1.03M Sell
7,873
-1,177
-13% -$152K 0.01% 699
2024
Q4 		$1.24M Buy
9,050
+2,001
+28% +$275K 0.01% 654
2024
Q3 		$949K Buy
7,049
+2,673
+61% +$346K 0.01% 700
2024
Q2 		$538K Buy
4,376
+27
+0.6% +$3.47K 0.01% 864
2024
Q1 		$594K Sell
4,349
-14,516
-77% -$1.81M 0.01% 776
2023
Q4 		$2.27M Sell
18,865
-3,419
-15% -$385K 0.01% 859
2023
Q3 		$2.49M Buy
22,284
+3,673
+20% +$424K 0.01% 773
2023
Q2 		$2.21M Buy
18,611
+12,910
+226% +$1.52M 0.01% 815
2023
Q1 		$693K Buy
5,701
+405
+8% +$53.4K ﹤0.01% 1201
2022
Q4 		$727K Buy
5,296
+26
+0.5% +$3.56K 0.01% 1124
2022
Q3 		$648K Sell
5,270
-634
-11% -$83.2K 0.01% 1114
2022
Q2 		$819K Sell
5,904
-367
-6% -$51.6K 0.01% 961
2022
Q1 		$913K Buy
6,271
+238
+4% +$32.5K 0.01% 949
2021
Q4 		$828K Buy
6,033
+192
+3% +$26.4K 0.01% 1012
2021
Q3 		$735K Buy
5,841
+825
+16% +$108K 0.01% 982
2021
Q2 		$626K Buy
5,016
+298
+6% +$37.2K 0.01% 1052
2021
Q1 		$538K Buy
4,718
+123
+3% +$12.7K 0.01% 994
2020
Q4 		$403K Buy
4,595
+1,086
+31% +$89.1K ﹤0.01% 1040
2020
Q3 		$235K Sell
3,509
-1,128
-24% -$72.7K ﹤0.01% 1124
2020
Q2 		$294K Buy
4,637
+500
+12% +$32.2K ﹤0.01% 1025
2020
Q1 		$290K Hold
4,137
– – 0.01% 889
2019
Q4 		$454K Buy
4,137
+1
+0% +$107 0.01% 766
2019
Q3 		$446K Sell
4,136
-4
-0.1% -$414 0.01% 652
2019
Q2 		$424K Sell
4,140
-10
-0.2% -$1.01K 0.01% 631
2019
Q1 		$399K Buy
+4,150
New +$397K 0.03% 396

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

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

AE Wealth Management sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 3,434 shares — an estimated $439K sold.

AE Wealth Management first reported a position in AFG in Q1 2019 and held it in 29 quarters. The position peaked at $2.49M in Q3 2023. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • AE Wealth Management reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 3,434 American Financial Group shares in Q2 2026, an estimated $439K.
  • AE Wealth Management first reported a position in American Financial Group in Q1 2019 and held it in 29 quarters.
  • AE Wealth Management's American Financial Group position peaked at $2.49M in Q3 2023.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.