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 Q3	$75K	Buy	549 +4	+0.7%	+$570	0.02%	196
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $299M AUM 6.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Costello Asset Management's AFG Position: Q3 2026 in Review

Costello Asset Management increased its American Financial Group (AFG) stake by 0.73% in Q3 2026, buying an estimated $570 and bringing the position to 549 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #196.

Costello Asset Management first reported a position in AFG in Q1 2025 and has held it in 7 quarters since. The position peaked at $76.3K in Q2 2026. 378 funds tracked by Wall St. Rank hold AFG as of Q3 2026.

Costello Asset Management held 549 shares of American Financial Group worth $75K as of Q3 2026.
Costello Asset Management bought 4 American Financial Group shares in Q3 2026, an estimated $570.
American Financial Group made up 0.02% of Costello Asset Management's portfolio in Q3 2026, its #196 holding.
Costello Asset Management first reported a position in American Financial Group in Q1 2025 and has held it in 7 quarters since.
Costello Asset Management's American Financial Group position peaked at $76.3K in Q2 2026.
378 funds tracked by Wall St. Rank held American Financial Group as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.