CWP
AFG icon

Concord Wealth Partners’s American Financial Group AFG Stock Holding History

Concord Wealth Partners’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 		$3.92K Buy
+28
New +$3.71K ﹤0.01% 690
2026
Q1 		– Sell
-28
Closed -$3.83K – 219
2025
Q4 		$3.83K Hold
28
– – ﹤0.01% 651
2025
Q3 		$4.08K Hold
28
– – ﹤0.01% 651
2025
Q2 		$3.53K Buy
28
+5
+22% +$626 ﹤0.01% 674
2025
Q1 		$3.02K Hold
23
– – ﹤0.01% 643
2024
Q4 		$3.15K Hold
23
– – ﹤0.01% 660
2024
Q3 		$3.1K Hold
23
– – ﹤0.01% 698
2024
Q2 		$2.83K Hold
23
– – ﹤0.01% 634
2024
Q1 		$3.14K Buy
+23
New +$2.86K ﹤0.01% 709

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

Concord Wealth Partners's AFG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in American Financial Group (AFG) in Q2 2026: 28 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AFG as recently as Q4 2025.

Concord Wealth Partners first reported a position in AFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08K in Q3 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Concord Wealth Partners held 28 shares of American Financial Group worth $3.92K as of Q2 2026.
  • American Financial Group was a new Concord Wealth Partners position in Q2 2026.
  • American Financial Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #690 holding.
  • Concord Wealth Partners first reported a position in American Financial Group in Q1 2024 and has held it in 9 quarters since.
  • Concord Wealth Partners's American Financial Group position peaked at $4.08K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.