Bartlett & Co Wealth Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.4K | Hold |
403
| – | – | ﹤0.01% | 716 |
|
|
2026
Q1 | $53K | Sell |
403
-348
| -46% | -$45.2K | ﹤0.01% | 678 |
|
|
2025
Q4 | $103K | Buy |
751
+215
| +40% | +$29.5K | ﹤0.01% | 556 |
|
|
2025
Q3 | $78.1K | Hold |
536
| – | – | ﹤0.01% | 596 |
|
|
2025
Q2 | $67.6K | Hold |
536
| – | – | ﹤0.01% | 612 |
|
|
2025
Q1 | $70.4K | Sell |
536
-54
| -9% | -$6.97K | ﹤0.01% | 599 |
|
|
2024
Q4 | $80.8K | Buy |
590
+19
| +3% | +$2.62K | ﹤0.01% | 566 |
|
|
2024
Q3 | $76.9K | Sell |
571
-752
| -57% | -$97.4K | ﹤0.01% | 585 |
|
|
2024
Q2 | $163K | Sell |
1,323
-118
| -8% | -$15.2K | ﹤0.01% | 462 |
|
|
2024
Q1 | $197K | Sell |
1,441
-323
| -18% | -$40.2K | ﹤0.01% | 452 |
|
|
2023
Q4 | $211K | Sell |
1,764
-36
| -2% | -$4.06K | ﹤0.01% | 466 |
|
|
2023
Q3 | $201K | Hold |
1,800
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $214K | Hold |
1,800
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $219K | Buy |
1,800
+42
| +2% | +$5.54K | ﹤0.01% | 370 |
|
|
2022
Q4 | $241K | Buy |
1,758
+70
| +4% | +$9.59K | ﹤0.01% | 356 |
|
|
2022
Q3 | $208K | Hold |
1,688
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $234K | Buy |
1,688
+118
| +8% | +$16.6K | ﹤0.01% | 352 |
|
|
2022
Q1 | $229K | Buy |
+1,570
| New | +$214K | ﹤0.01% | 370 |
|
|
2021
Q4 | – | Sell |
-1,251
| Closed | -$162K | – | 413 |
|
|
2021
Q3 | $162K | Sell |
1,251
-31
| -2% | -$4.05K | ﹤0.01% | 351 |
|
|
2021
Q2 | $160K | Buy |
1,282
+31
| +2% | +$3.87K | ﹤0.01% | 348 |
|
|
2021
Q1 | $143K | Hold |
1,251
| – | – | ﹤0.01% | 360 |
|
|
2020
Q4 | $110K | Hold |
1,251
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $83.8K | Hold |
1,251
| – | – | ﹤0.01% | 404 |
|
|
2020
Q2 | $79.4K | Hold |
1,251
| – | – | ﹤0.01% | 418 |
|
|
2020
Q1 | $87.7K | Hold |
1,251
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $137K | Hold |
1,251
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $135K | Sell |
1,251
-8
| -0.6% | -$828 | ﹤0.01% | 368 |
|
|
2019
Q2 | $129K | Buy |
1,259
+86
| +7% | +$8.65K | ﹤0.01% | 296 |
|
|
2019
Q1 | $113K | Hold |
1,173
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $106K | Hold |
1,173
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $130K | Hold |
1,173
| – | – | ﹤0.01% | 304 |
|
|
2018
Q2 | $126K | Hold |
1,173
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $132K | Buy |
+1,173
| New | +$131K | 0.01% | 295 |
|
Other funds holding AFG
AFGI4KRSP
Bartlett & Co Wealth Management's AFG Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 403 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #716.
Bartlett & Co Wealth Management first reported a position in AFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $241K in Q4 2022. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.
- Bartlett & Co Wealth Management held 403 shares of American Financial Group worth $56.4K as of Q2 2026.
- Bartlett & Co Wealth Management left its American Financial Group share count unchanged in Q2 2026.
- American Financial Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #716 holding.
- Bartlett & Co Wealth Management first reported a position in American Financial Group in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's American Financial Group position peaked at $241K in Q4 2022.
- 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.