COMPASS FINANCIAL MANAGEMENT LLC’s American Financial Group AFG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$12.6K	Buy	+90	New	+$11.9K	﹤0.01%	1007

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AFG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in American Financial Group (AFG) in Q2 2026: 90 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings.

368 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 90 shares of American Financial Group worth $12.6K as of Q2 2026.
American Financial Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
American Financial Group made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1007 holding.
368 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.