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Cassaday & Co Wealth Management’s American Financial Group AFG Stock Holding History

Cassaday & Co Wealth Management’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 		$28K Hold
200
– – ﹤0.01% 722
2026
Q1 		$25.5K Buy
+200
New +$26K ﹤0.01% 746

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's AFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its American Financial Group (AFG) position steady in Q2 2026 at 200 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Cassaday & Co Wealth Management first reported a position in AFG in Q1 2026 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of American Financial Group worth $28K as of Q2 2026.
  • Cassaday & Co Wealth Management left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #722 holding.
  • Cassaday & Co Wealth Management first reported a position in American Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.