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Clearstead Trust’s American Financial Group AFG Stock Holding History

Clearstead Trust’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 		$18.1K Hold
129
– – ﹤0.01% 487
2026
Q1 		$16.5K Hold
129
– – ﹤0.01% 467
2025
Q4 		$17.6K Hold
129
– – ﹤0.01% 467
2025
Q3 		$18.8K Hold
129
– – ﹤0.01% 450
2025
Q2 		$16.3K Buy
129
+102
+378% +$12.8K ﹤0.01% 478
2025
Q1 		$3.55K Buy
+27
New +$3.49K ﹤0.01% 677

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 Trust's AFG Position: Q2 2026 in Review

Clearstead Trust held its American Financial Group (AFG) position steady in Q2 2026 at 129 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Clearstead Trust first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.8K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Clearstead Trust held 129 shares of American Financial Group worth $18.1K as of Q2 2026.
  • Clearstead Trust left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #487 holding.
  • Clearstead Trust first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's American Financial Group position peaked at $18.8K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

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