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Catalyst Funds Management’s American Financial Group AFG Stock Holding History

Catalyst Funds 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 		$774K Sell
5,534
-3,063
-36% -$406K 0.04% 332
2026
Q1 		$1.1M Buy
+8,597
New +$1.12M 0.19% 146
2025
Q4 		– Sell
-1,400
Closed -$204K – 339
2025
Q3 		$204K Buy
+1,400
New +$186K 0.03% 421
2025
Q1 		– Sell
-2,700
Closed -$370K – 457
2024
Q4 		$370K Buy
+2,700
New +$372K 0.09% 184

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

Catalyst Funds Management's AFG Position: Q2 2026 in Review

Catalyst Funds Management reduced its American Financial Group (AFG) stake by 36% in Q2 2026, selling an estimated $406K and leaving 5,534 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #332.

Catalyst Funds Management first reported a position in AFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Catalyst Funds Management held 5,534 shares of American Financial Group worth $774K as of Q2 2026.
  • Catalyst Funds Management sold 3,063 American Financial Group shares in Q2 2026, an estimated $406K.
  • American Financial Group made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #332 holding.
  • Catalyst Funds Management first reported a position in American Financial Group in Q4 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's American Financial Group position peaked at $1.1M in Q1 2026.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.