Cornerstone Planning Group’s American Financial Group AFG Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-92	Closed	-$12.9K	–	212
2026 Q2	$12.9K	Hold	92	–	–	﹤0.01%	810
2026 Q1	$12.1K	Buy	92 +2	+2%	+$260	﹤0.01%	837
2025 Q4	$11.6K	Buy	90 +1	+1%	+$137	﹤0.01%	757
2025 Q3	$11.6K	Buy	89 +1	+1%	+$133	﹤0.01%	733
2025 Q2	$10.9K	Buy	88 +5	+6%	+$626	﹤0.01%	534
2025 Q1	$10.7K	Buy	+83	New	+$10.7K	﹤0.01%	553
2024 Q2	–	Sell	-4	Closed	-$510	–	1263
2024 Q1	$510	Buy	+4	New	+$498	﹤0.01%	938

Other funds holding AFG

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Cornerstone Planning Group's AFG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of American Financial Group (AFG) in Q3 2026, closing a stake of 92 shares — an estimated $12.9K sold.

Cornerstone Planning Group first reported a position in AFG in Q1 2024 and held it in 7 quarters. The position peaked at $12.9K in Q2 2026. 93 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Cornerstone Planning Group reported no remaining American Financial Group position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 92 American Financial Group shares in Q3 2026, an estimated $12.9K.
Cornerstone Planning Group first reported a position in American Financial Group in Q1 2024 and held it in 7 quarters.
Cornerstone Planning Group's American Financial Group position peaked at $12.9K in Q2 2026.
93 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.