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Bogart Wealth LLC’s American Financial Group AFG Stock Holding History

Bogart Wealth LLC’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 		$4.34K Buy
+31
New +$4.11K ﹤0.01% 1245
2025
Q3 		– Sell
-8
Closed -$1.01K – 1530
2025
Q2 		$1.01K Buy
8
+4
+100% +$500 ﹤0.01% 1226
2025
Q1 		$525 Buy
+4
New +$516 ﹤0.01% 1262

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AFG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in American Financial Group (AFG) in Q2 2026: 31 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in AFG as recently as Q2 2025.

Bogart Wealth LLC first reported a position in AFG in Q1 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Bogart Wealth LLC held 31 shares of American Financial Group worth $4.34K as of Q2 2026.
  • American Financial Group was a new Bogart Wealth LLC position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1245 holding.
  • Bogart Wealth LLC first reported a position in American Financial Group in Q1 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.