Checchi Capital Advisers’s American Financial Group AFG Stock Holding History

Checchi Capital Advisers’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	$205K	Buy	+1,465	New	+$194K	0.01%	585
2026 Q1	–	Sell	-1,554	Closed	-$212K	–	606
2025 Q4	$212K	Buy	+1,554	New	+$213K	0.01%	516
2023 Q2	–	Sell	-2,105	Closed	-$256K	–	578
2023 Q1	$256K	Sell	2,105 -138	-6%	-$18.2K	0.02%	463
2022 Q4	$308K	Buy	2,243 +402	+22%	+$55.1K	0.03%	387
2022 Q3	$226K	Sell	1,841 -5	-0.3%	-$656	0.02%	473
2022 Q2	$247K	Buy	1,846 +396	+27%	+$55.7K	0.02%	485
2022 Q1	$211K	Buy	+1,450	New	+$198K	0.02%	508
2018 Q4	–	Sell	-1,826	Closed	-$203K	–	378
2018 Q3	$203K	Buy	+1,826	New	+$203K	0.02%	423
2018 Q1	–	Sell	-2,236	Closed	-$243K	–	399
2017 Q4	$243K	Buy	2,236 +197	+10%	+$20.7K	0.03%	345
2017 Q3	$211K	Buy	+2,039	New	+$207K	0.02%	357
2017 Q1	–	Sell	-2,360	Closed	-$208K	–	403
2016 Q4	$208K	Buy	+2,360	New	+$189K	0.03%	345
2016 Q3	–	Sell	-2,028	Closed	-$150K	–	405
2016 Q2	$150K	Buy	2,028 +42	+2%	+$2.98K	0.02%	426
2016 Q1	$140K	Buy	+1,986	New	+$136K	0.03%	455

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

Checchi Capital Advisers's AFG Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in American Financial Group (AFG) in Q2 2026: 1,465 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in AFG as recently as Q4 2025.

Checchi Capital Advisers first reported a position in AFG in Q1 2016 and has held it in 13 quarters since. The position peaked at $308K in Q4 2022. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Checchi Capital Advisers held 1,465 shares of American Financial Group worth $205K as of Q2 2026.
American Financial Group was a new Checchi Capital Advisers position in Q2 2026.
American Financial Group made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #585 holding.
Checchi Capital Advisers first reported a position in American Financial Group in Q1 2016 and has held it in 13 quarters since.
Checchi Capital Advisers's American Financial Group position peaked at $308K in Q4 2022.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.