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Concurrent Investment Advisors’s American Financial Group AFG Stock Holding History

Concurrent Investment 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 		$434K Sell
3,104
-239
-7% -$31.7K ﹤0.01% 1483
2026
Q1 		$427K Buy
3,343
+831
+33% +$108K ﹤0.01% 1295
2025
Q4 		$343K Buy
+2,512
New +$345K ﹤0.01% 1318

Other funds holding AFG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Concurrent Investment Advisors's AFG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its American Financial Group (AFG) stake by 7.1% in Q2 2026, selling an estimated $31.7K and leaving 3,104 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Concurrent Investment Advisors first reported a position in AFG in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Concurrent Investment Advisors held 3,104 shares of American Financial Group worth $434K as of Q2 2026.
  • Concurrent Investment Advisors sold 239 American Financial Group shares in Q2 2026, an estimated $31.7K.
  • American Financial Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1483 holding.
  • Concurrent Investment Advisors first reported a position in American Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.