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Bay Harbor Wealth Management’s American Financial Group AFG Stock Holding History

Bay Harbor Wealth Management’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 		$2.52K Buy
18
+4
+29% +$530 ﹤0.01% 592
2026
Q1 		$1.79K Buy
14
+6
+75% +$779 ﹤0.01% 594
2025
Q4 		$1.09K Buy
8
+2
+33% +$274 ﹤0.01% 616
2025
Q3 		$874 Hold
6
– – ﹤0.01% 562
2025
Q2 		$757 Buy
6
+3
+100% +$375 ﹤0.01% 523
2025
Q1 		$394 Buy
+3
New +$387 ﹤0.01% 486

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

Bay Harbor Wealth Management's AFG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its American Financial Group (AFG) stake by 29% in Q2 2026, buying an estimated $530 and bringing the position to 18 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Bay Harbor Wealth Management first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Bay Harbor Wealth Management held 18 shares of American Financial Group worth $2.52K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 American Financial Group shares in Q2 2026, an estimated $530.
  • American Financial Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Bay Harbor Wealth Management first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.