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Aviso Financial’s American Financial Group AFG Stock Holding History

Aviso Financial’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 		$1.07M Sell
7,641
-399
-5% -$52.9K 0.04% 125
2026
Q1 		$1.03M Sell
8,040
-690
-8% -$89.6K 0.04% 154
2025
Q4 		$1.19M Sell
8,730
-32
-0.4% -$4.39K 0.05% 142
2025
Q3 		$1.28M Sell
8,762
-386
-4% -$51.2K 0.05% 144
2025
Q2 		$1.15M Sell
9,148
-85
-0.9% -$10.6K 0.05% 145
2025
Q1 		$1.21M Sell
9,233
-259
-3% -$33.4K 0.06% 128
2024
Q4 		$1.3M Sell
9,492
-1,097
-10% -$151K 0.07% 125
2024
Q3 		$1.43M Sell
10,589
-495
-4% -$64.1K 0.07% 117
2024
Q2 		$1.36M Buy
+11,084
New +$1.43M 0.08% 107

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

Aviso Financial's AFG Position: Q2 2026 in Review

Aviso Financial reduced its American Financial Group (AFG) stake by 5% in Q2 2026, selling an estimated $52.9K and leaving 7,641 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #125.

Aviso Financial first reported a position in AFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2024. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Aviso Financial held 7,641 shares of American Financial Group worth $1.07M as of Q2 2026.
  • Aviso Financial sold 399 American Financial Group shares in Q2 2026, an estimated $52.9K.
  • American Financial Group made up 0.04% of Aviso Financial's portfolio in Q2 2026, its #125 holding.
  • Aviso Financial first reported a position in American Financial Group in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's American Financial Group position peaked at $1.43M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.