BWA
AFG icon

Basecamp Wealth Advisors’s American Financial Group AFG Stock Holding History

Basecamp Wealth Advisors’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 		$18.8K Buy
134
+6
+5% +$796 ﹤0.01% 839
2026
Q1 		$16.3K Buy
128
+31
+32% +$4.03K ﹤0.01% 888
2025
Q4 		$13.3K Buy
+97
New +$13.3K ﹤0.01% 896

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

Basecamp Wealth Advisors's AFG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its American Financial Group (AFG) stake by 4.7% in Q2 2026, buying an estimated $796 and bringing the position to 134 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Basecamp Wealth Advisors first reported a position in AFG in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Basecamp Wealth Advisors held 134 shares of American Financial Group worth $18.8K as of Q2 2026.
  • Basecamp Wealth Advisors bought 6 American Financial Group shares in Q2 2026, an estimated $796.
  • American Financial Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #839 holding.
  • Basecamp Wealth Advisors first reported a position in American Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.