Capital Advisors Ltd’s American Financial Group AFG Stock Holding History

Capital Advisors Ltd’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	$0	Hold	1	–	–	﹤0.01%	1339
2026 Q1	$0	Hold	1	–	–	﹤0.01%	1334
2025 Q4	$0	Hold	1	–	–	﹤0.01%	1321
2025 Q3	$0	Hold	1	–	–	﹤0.01%	1327
2025 Q2	$0	Buy	+1	New	+$125	﹤0.01%	1310
2023 Q1	–	Sell	-12	Closed	-$2K	–	1174
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	813
2022 Q3	$1K	Buy	12 +10	+500%	+$1.31K	﹤0.01%	938
2022 Q2	$0	Buy	+2	New	+$281	﹤0.01%	965
2022 Q1	–	Sell	-3	Closed	–	–	878
2021 Q4	$0	Buy	+3	New	+$412	﹤0.01%	793
2018 Q3	–	Sell	-73	Closed	-$8K	–	473
2018 Q2	$8K	Hold	73	–	–	﹤0.01%	341
2018 Q1	$8K	Hold	73	–	–	﹤0.01%	332
2017 Q4	$8K	Hold	73	–	–	﹤0.01%	336
2017 Q3	$8K	Hold	73	–	–	﹤0.01%	337
2017 Q2	$7K	Hold	73	–	–	﹤0.01%	347
2017 Q1	$7K	Hold	73	–	–	﹤0.01%	323
2016 Q4	$6K	Buy	+73	New	+$5.86K	﹤0.01%	322

Other funds holding AFG

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Capital Advisors Ltd's AFG Position: Q2 2026 in Review

Capital Advisors Ltd held its American Financial Group (AFG) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Capital Advisors Ltd first reported a position in AFG in Q4 2016 and has held it in 16 quarters since. The position peaked at $8K in Q2 2018. 62 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Capital Advisors Ltd held 1 share of American Financial Group worth $0 as of Q2 2026.
Capital Advisors Ltd left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1339 holding.
Capital Advisors Ltd first reported a position in American Financial Group in Q4 2016 and has held it in 16 quarters since.
Capital Advisors Ltd's American Financial Group position peaked at $8K in Q2 2018.
62 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.