CWS
AFG icon

Confluence Wealth Services’s American Financial Group AFG Stock Holding History

Confluence Wealth Services’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 		$1.66M Buy
11,880
+791
+7% +$105K 0.05% 175
2026
Q1 		$1.42M Buy
11,089
+722
+7% +$93.8K 0.05% 158
2025
Q4 		$1.42M Buy
10,367
+295
+3% +$40.5K 0.06% 141
2025
Q3 		$1.47M Buy
10,072
+427
+4% +$56.6K 0.07% 134
2025
Q2 		$1.22M Buy
9,645
+165
+2% +$20.6K 0.07% 152
2025
Q1 		$1.22M Buy
9,480
+588
+7% +$75.9K 0.08% 131
2024
Q4 		$1.19M Buy
8,892
+1,327
+18% +$183K 0.08% 133
2024
Q3 		$1.02M Buy
7,565
+517
+7% +$67K 0.07% 145
2024
Q2 		$867K Buy
7,048
+923
+15% +$119K 0.07% 170
2024
Q1 		$836K Buy
6,125
+919
+18% +$114K 0.07% 148
2023
Q4 		$619K Buy
5,206
+887
+21% +$100K 0.07% 162
2023
Q3 		$482K Buy
4,319
+796
+23% +$91.9K 0.1% 160
2023
Q2 		$418K Buy
3,523
+1,461
+71% +$172K 0.09% 176
2023
Q1 		$251K Buy
+2,062
New +$272K 0.06% 223

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

Confluence Wealth Services's AFG Position: Q2 2026 in Review

Confluence Wealth Services increased its American Financial Group (AFG) stake by 7.1% in Q2 2026, buying an estimated $105K and bringing the position to 11,880 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #175.

Confluence Wealth Services first reported a position in AFG in Q1 2023 and has held it in 14 quarters since. 514 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Confluence Wealth Services held 11,880 shares of American Financial Group worth $1.66M as of Q2 2026.
  • Confluence Wealth Services bought 791 American Financial Group shares in Q2 2026, an estimated $105K.
  • American Financial Group made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #175 holding.
  • Confluence Wealth Services first reported a position in American Financial Group in Q1 2023 and has held it in 14 quarters since.
  • 514 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.