Beacon Investment Advisors’s American Financial Group AFG Stock Holding History

Beacon Investment 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	$280K	Hold	2,000	–	–	0.09%	157
2026 Q1	$255K	Hold	2,000	–	–	0.1%	155
2025 Q4	$273K	Hold	2,000	–	–	0.11%	145
2025 Q3	$291K	Hold	2,000	–	–	0.12%	136
2025 Q2	$250K	Hold	2,000	–	–	0.11%	146
2025 Q1	$263K	Hold	2,000	–	–	0.12%	137
2024 Q4	$274K	Hold	2,000	–	–	0.13%	134
2024 Q3	$269K	Hold	2,000	–	–	0.13%	132
2024 Q2	$246K	Hold	2,000	–	–	0.13%	134
2024 Q1	$273K	Hold	2,000	–	–	0.16%	110
2023 Q4	$238K	Hold	2,000	–	–	0.15%	113
2023 Q3	$223K	Hold	2,000	–	–	0.16%	111
2023 Q2	$238K	Hold	2,000	–	–	0.16%	112
2023 Q1	$243K	Hold	2,000	–	–	0.18%	115
2022 Q4	$275K	Buy	+2,000	New	+$274K	0.23%	103

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

Beacon Investment Advisors's AFG Position: Q2 2026 in Review

Beacon Investment Advisors held its American Financial Group (AFG) position steady in Q2 2026 at 2,000 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #157.

Beacon Investment Advisors first reported a position in AFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $291K in Q3 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Beacon Investment Advisors held 2,000 shares of American Financial Group worth $280K as of Q2 2026.
Beacon Investment Advisors left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up 0.09% of Beacon Investment Advisors's portfolio in Q2 2026, its #157 holding.
Beacon Investment Advisors first reported a position in American Financial Group in Q4 2022 and has held it in 15 quarters since.
Beacon Investment Advisors's American Financial Group position peaked at $291K in Q3 2025.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.