Arax Advisory Partners’s American Financial Group AFG Stock Holding History

Arax Advisory Partners’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	$252K	Sell	1,798 -565	-24%	-$74.9K	﹤0.01%	2089
2026 Q1	$302K	Buy	2,363 +869	+58%	+$113K	0.01%	875
2025 Q4	$204K	Sell	1,494 -4,731	-76%	-$649K	0.01%	1036
2025 Q3	$907K	Buy	6,225 +5,920	+1,941%	+$785K	0.01%	676
2025 Q2	$38.5K	Buy	305 +95	+45%	+$11.9K	﹤0.01%	1361
2025 Q1	$27.6K	Buy	210 +27	+15%	+$3.49K	﹤0.01%	1164
2024 Q4	$25K	Buy	183 +1	+0.5%	+$138	﹤0.01%	1128
2024 Q3	$24.5K	Hold	182	–	–	﹤0.01%	998
2024 Q2	$22.4K	Buy	182 +173	+1,922%	+$22.3K	﹤0.01%	928
2024 Q1	$1.26K	Hold	9	–	–	﹤0.01%	1111
2023 Q4	$1.07K	Buy	+9	New	+$1.01K	﹤0.01%	1130
2023 Q3	–	Sell	-57	Closed	-$6.77K	–	1319
2023 Q2	$6.77K	Buy	+57	New	+$6.72K	﹤0.01%	792
2022 Q4	–	Sell	-8	Closed	-$1K	–	1273
2022 Q3	$1K	Buy	+8	New	+$1.05K	﹤0.01%	1014
2022 Q1	–	Sell	-9	Closed	-$1K	–	1149
2021 Q4	$1K	Buy	+9	New	+$1.24K	﹤0.01%	956

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arax Advisory Partners's AFG Position: Q2 2026 in Review

Arax Advisory Partners reduced its American Financial Group (AFG) stake by 24% in Q2 2026, selling an estimated $74.9K and leaving 1,798 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Arax Advisory Partners first reported a position in AFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $907K in Q3 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Arax Advisory Partners held 1,798 shares of American Financial Group worth $252K as of Q2 2026.
Arax Advisory Partners sold 565 American Financial Group shares in Q2 2026, an estimated $74.9K.
American Financial Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2089 holding.
Arax Advisory Partners first reported a position in American Financial Group in Q4 2021 and has held it in 14 quarters since.
Arax Advisory Partners's American Financial Group position peaked at $907K in Q3 2025.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.