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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
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

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

Cornerstone Planning Group's AFG Position: Q2 2026 in Review

Cornerstone Planning Group held its American Financial Group (AFG) position steady in Q2 2026 at 92 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Cornerstone Planning Group first reported a position in AFG in Q1 2024 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Cornerstone Planning Group held 92 shares of American Financial Group worth $12.9K as of Q2 2026.
  • Cornerstone Planning Group left its American Financial Group share count unchanged in Q2 2026.
  • American Financial Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #810 holding.
  • Cornerstone Planning Group first reported a position in American Financial Group in Q1 2024 and has held it in 7 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.