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Bruce G. Allen Investments’s American Financial Group AFG Stock Holding History

Bruce G. Allen Investments’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 		$6.3K Hold
45
– – ﹤0.01% 537
2026
Q1 		$5.75K Sell
45
-11
-20% -$1.43K ﹤0.01% 542
2025
Q4 		$7.65K Buy
56
+12
+27% +$1.65K 0.01% 508
2025
Q3 		$6.41K Hold
44
– – ﹤0.01% 521
2025
Q2 		$5.55K Buy
44
+2
+5% +$250 ﹤0.01% 551
2025
Q1 		$5.52K Buy
42
+6
+17% +$775 ﹤0.01% 553
2024
Q4 		$4.93K Hold
36
– – ﹤0.01% 578
2024
Q3 		$4.85K Hold
36
– – ﹤0.01% 584
2024
Q2 		$4.43K Hold
36
– – ﹤0.01% 585
2024
Q1 		$4.91K Hold
36
– – ﹤0.01% 592
2023
Q4 		$4.28K Buy
+36
New +$4.06K ﹤0.01% 612

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

Bruce G. Allen Investments's AFG Position: Q2 2026 in Review

Bruce G. Allen Investments held its American Financial Group (AFG) position steady in Q2 2026 at 45 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Bruce G. Allen Investments first reported a position in AFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.65K in Q4 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Bruce G. Allen Investments held 45 shares of American Financial Group worth $6.3K as of Q2 2026.
  • Bruce G. Allen Investments left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #537 holding.
  • Bruce G. Allen Investments first reported a position in American Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's American Financial Group position peaked at $7.65K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.