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

Bell 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	$560	Hold	4	–	–	﹤0.01%	1691
2026 Q1	$511	Hold	4	–	–	﹤0.01%	1737
2025 Q4	$547	Hold	4	–	–	﹤0.01%	1712
2025 Q3	$583	Hold	4	–	–	﹤0.01%	1713
2025 Q2	$505	Hold	4	–	–	﹤0.01%	1762
2025 Q1	$526	Hold	4	–	–	﹤0.01%	1733
2024 Q4	$548	Hold	4	–	–	﹤0.01%	1738
2024 Q3	$539	Sell	4 -4	-50%	-$518	﹤0.01%	1762
2024 Q2	$985	Hold	8	–	–	﹤0.01%	1615
2024 Q1	$1.09K	Buy	8 +4	+100%	+$498	﹤0.01%	1579
2023 Q4	$476	Hold	4	–	–	﹤0.01%	1846
2023 Q3	$447	Sell	4 -12	-75%	-$1.39K	﹤0.01%	1836
2023 Q2	$1.9K	Sell	16 -4	-20%	-$471	﹤0.01%	1324
2023 Q1	$2.43K	Buy	20 +6	+43%	+$791	﹤0.01%	1152
2022 Q4	$1.92K	Hold	14	–	–	﹤0.01%	1315
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	1022
2022 Q2	$2K	Buy	+14	New	+$1.97K	﹤0.01%	1076
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	1078
2021 Q3	$2K	Buy	+14	New	+$1.83K	﹤0.01%	1010

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors held its American Financial Group (AFG) position steady in Q2 2026 at 4 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Bell Investment Advisors first reported a position in AFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.43K in Q1 2023. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Bell Investment Advisors held 4 shares of American Financial Group worth $560 as of Q2 2026.
Bell Investment Advisors left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1691 holding.
Bell Investment Advisors first reported a position in American Financial Group in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's American Financial Group position peaked at $2.43K in Q1 2023.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.