Capstone Investment Advisors’s American Financial Group AFG Stock Holding History

Capstone Investment Advisors’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	$944K	Buy	+6,744	New	+$894K	﹤0.01%	975
2023 Q3	–	Sell	-1,796	Closed	-$213K	–	2087
2023 Q2	$213K	Buy	+1,796	New	+$212K	﹤0.01%	1523
2017 Q4	–	Sell	-1,950	Closed	-$201K	–	484
2017 Q3	$201K	Sell	1,950 -30,701	-94%	-$3.12M	0.01%	477
2017 Q2	$3.24M	Buy	+32,651	New	+$3.2M	0.09%	194
2017 Q1	–	Sell	-4,100	Closed	-$361K	–	846
2016 Q4	$361K	Buy	+4,100	New	+$329K	0.01%	678

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

Capstone Investment Advisors's AFG Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in American Financial Group (AFG) in Q2 2026: 6,744 shares worth $944K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AFG as recently as Q2 2023.

Capstone Investment Advisors first reported a position in AFG in Q4 2016 and has held it in 5 quarters since. The position peaked at $3.24M in Q2 2017. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Capstone Investment Advisors held 6,744 shares of American Financial Group worth $944K as of Q2 2026.
American Financial Group was a new Capstone Investment Advisors position in Q2 2026.
American Financial Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #975 holding.
Capstone Investment Advisors first reported a position in American Financial Group in Q4 2016 and has held it in 5 quarters since.
Capstone Investment Advisors's American Financial Group position peaked at $3.24M in Q2 2017.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.