Callan Family Office’s American Financial Group AFG Stock Holding History

Callan Family Office’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	$578K	Buy	4,127 +17	+0.4%	+$2.25K	0.01%	768
2026 Q1	$525K	Sell	4,110 -525	-11%	-$68.2K	0.01%	748
2025 Q4	$634K	Buy	4,635 +1,115	+32%	+$153K	0.01%	694
2025 Q3	$513K	Buy	3,520 +172	+5%	+$22.8K	0.02%	522
2025 Q2	$423K	Buy	+3,348	New	+$419K	0.01%	650
2025 Q1	–	Sell	-1,927	Closed	-$264K	–	547
2024 Q4	$264K	Buy	+1,927	New	+$265K	0.02%	522

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

Callan Family Office's AFG Position: Q2 2026 in Review

Callan Family Office increased its American Financial Group (AFG) stake by 0.41% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,127 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #768.

Callan Family Office first reported a position in AFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $634K in Q4 2025. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Callan Family Office held 4,127 shares of American Financial Group worth $578K as of Q2 2026.
Callan Family Office bought 17 American Financial Group shares in Q2 2026, an estimated $2.25K.
American Financial Group made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #768 holding.
Callan Family Office first reported a position in American Financial Group in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's American Financial Group position peaked at $634K in Q4 2025.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.