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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Callan Family Office's AFG Position: Q1 2026 in Review

Callan Family Office reduced its American Financial Group (AFG) stake by 11% in Q1 2026, selling an estimated $68.2K and leaving 4,110 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #748.

Callan Family Office first reported a position in AFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $634K in Q4 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Callan Family Office held 4,110 shares of American Financial Group worth $525K as of Q1 2026.
  • Callan Family Office sold 525 American Financial Group shares in Q1 2026, an estimated $68.2K.
  • American Financial Group made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #748 holding.
  • Callan Family Office first reported a position in American Financial Group in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's American Financial Group position peaked at $634K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.