Center for Financial Planning’s American Financial Group AFG Stock Holding History

Center for Financial Planning’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	$50.8K	Hold	363	–	–	﹤0.01%	317
2026 Q1	$46.4K	Hold	363	–	–	﹤0.01%	314
2025 Q4	$49.6K	Hold	363	–	–	0.01%	297
2025 Q3	$52.9K	Hold	363	–	–	0.01%	294
2025 Q2	$45.8K	Hold	363	–	–	0.01%	302
2025 Q1	$47.7K	Hold	363	–	–	0.01%	280
2024 Q4	$49.7K	Hold	363	–	–	0.01%	266
2024 Q3	$48.9K	Hold	363	–	–	0.01%	257
2024 Q2	$44.7K	Hold	363	–	–	0.01%	246
2024 Q1	$49.5K	Hold	363	–	–	0.01%	241
2023 Q4	$43.2K	Hold	363	–	–	0.01%	238
2023 Q3	$40.5K	Hold	363	–	–	0.01%	232
2023 Q2	$43.1K	Hold	363	–	–	0.01%	245
2023 Q1	$44.1K	Hold	363	–	–	0.01%	231
2022 Q4	$49.8K	Hold	363	–	–	0.01%	218
2022 Q3	$45K	Hold	363	–	–	0.01%	218
2022 Q2	$50K	Hold	363	–	–	0.01%	217
2022 Q1	$53K	Hold	363	–	–	0.01%	226
2021 Q4	$50K	Hold	363	–	–	0.01%	226
2021 Q3	$46K	Hold	363	–	–	0.01%	227
2021 Q2	$45K	Buy	+363	New	+$45.4K	0.01%	234
2020 Q3	–	Sell	-300	Closed	-$19K	–	441
2020 Q2	$19K	Hold	300	–	–	0.01%	264
2020 Q1	$21K	Hold	300	–	–	0.01%	250
2019 Q4	$33K	Buy	+300	New	+$32.1K	0.01%	222

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

Center for Financial Planning's AFG Position: Q2 2026 in Review

Center for Financial Planning held its American Financial Group (AFG) position steady in Q2 2026 at 363 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Center for Financial Planning first reported a position in AFG in Q4 2019 and has held it in 24 quarters since. The position peaked at $53K in Q1 2022. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Center for Financial Planning held 363 shares of American Financial Group worth $50.8K as of Q2 2026.
Center for Financial Planning left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #317 holding.
Center for Financial Planning first reported a position in American Financial Group in Q4 2019 and has held it in 24 quarters since.
Center for Financial Planning's American Financial Group position peaked at $53K in Q1 2022.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.