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Clearstead Advisors’s American Financial Group AFG Stock Holding History

Clearstead Advisors’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 		$29.5K Buy
211
+192
+1,011% +$25.5K ﹤0.01% 1674
2026
Q1 		$2.43K Sell
19
-240
-93% -$31.2K ﹤0.01% 1864
2025
Q4 		$35.4K Buy
259
+121
+88% +$16.6K ﹤0.01% 1526
2025
Q3 		$20.1K Buy
138
+26
+23% +$3.45K ﹤0.01% 1644
2025
Q2 		$14.1K Sell
112
-329
-75% -$41.2K ﹤0.01% 1761
2025
Q1 		$57.9K Buy
441
+204
+86% +$26.3K ﹤0.01% 1138
2024
Q4 		$32.4K Buy
237
+4
+2% +$550 ﹤0.01% 1266
2024
Q3 		$31.4K Buy
233
+107
+85% +$13.9K ﹤0.01% 1308
2024
Q2 		$15.5K Buy
+126
New +$16.2K ﹤0.01% 1444
2023
Q4 		– Sell
-46
Closed -$5.14K – 1517
2023
Q3 		$5.14K Buy
+46
New +$5.31K ﹤0.01% 1080

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

Clearstead Advisors's AFG Position: Q2 2026 in Review

Clearstead Advisors increased its American Financial Group (AFG) stake by 1,011% in Q2 2026, buying an estimated $25.5K and bringing the position to 211 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Clearstead Advisors first reported a position in AFG in Q3 2023 and has held it in 10 quarters since. The position peaked at $57.9K in Q1 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Clearstead Advisors held 211 shares of American Financial Group worth $29.5K as of Q2 2026.
  • Clearstead Advisors bought 192 American Financial Group shares in Q2 2026, an estimated $25.5K.
  • American Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1674 holding.
  • Clearstead Advisors first reported a position in American Financial Group in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's American Financial Group position peaked at $57.9K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.