AC
AFG icon

AlphaCore Capital’s American Financial Group AFG Stock Holding History

AlphaCore Capital’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 		$287K Buy
+2,049
New +$272K 0.01% 940
2026
Q1 		– Sell
-1,479
Closed -$202K – 1208
2025
Q4 		$202K Buy
+1,479
New +$203K ﹤0.01% 991

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

AlphaCore Capital's AFG Position: Q2 2026 in Review

AlphaCore Capital opened a new position in American Financial Group (AFG) in Q2 2026: 2,049 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in AFG as recently as Q4 2025.

AlphaCore Capital first reported a position in AFG in Q4 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • AlphaCore Capital held 2,049 shares of American Financial Group worth $287K as of Q2 2026.
  • American Financial Group was a new AlphaCore Capital position in Q2 2026.
  • American Financial Group made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #940 holding.
  • AlphaCore Capital first reported a position in American Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.