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Costello Asset Management’s American Financial Group AFG Stock Holding History

Costello Asset Management’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 		$76.3K Buy
545
+3
+0.6% +$398 0.02% 194
2026
Q1 		$69.2K Buy
542
+10
+2% +$1.3K 0.02% 195
2025
Q4 		$72.7K Buy
532
+11
+2% +$1.51K 0.02% 180
2025
Q3 		$75.9K Buy
521
+4
+0.8% +$531 0.03% 183
2025
Q2 		$65.3K Buy
517
+3
+0.6% +$375 0.02% 206
2025
Q1 		$67.5K Buy
+514
New +$66.4K 0.03% 198

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

Costello Asset Management's AFG Position: Q2 2026 in Review

Costello Asset Management increased its American Financial Group (AFG) stake by 0.55% in Q2 2026, buying an estimated $398 and bringing the position to 545 shares worth $76.3K. The position accounts for 0.02% of the portfolio, ranked #194.

Costello Asset Management first reported a position in AFG in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Costello Asset Management held 545 shares of American Financial Group worth $76.3K as of Q2 2026.
  • Costello Asset Management bought 3 American Financial Group shares in Q2 2026, an estimated $398.
  • American Financial Group made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #194 holding.
  • Costello Asset Management first reported a position in American Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.