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

Cresset 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	$2.77M	Buy	+19,823	New	+$2.63M	0.01%	570
2024 Q4	–	Sell	-1,798	Closed	-$242K	–	1757
2024 Q3	$242K	Sell	1,798 -176	-9%	-$22.8K	﹤0.01%	1904
2024 Q2	$243K	Sell	1,974 -70	-3%	-$9.01K	﹤0.01%	1815
2024 Q1	$279K	Sell	2,044 -419	-17%	-$52.2K	﹤0.01%	1627
2023 Q4	$293K	Buy	2,463 +84	+4%	+$9.47K	﹤0.01%	1501
2023 Q3	$266K	Buy	+2,379	New	+$275K	﹤0.01%	1487
2019 Q2	–	Sell	-219	Closed	-$21K	–	498
2019 Q1	$21K	Buy	219 +118	+117%	+$11.3K	﹤0.01%	1002
2018 Q4	$9K	Buy	+101	New	+$10.1K	﹤0.01%	869

Other funds holding AFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cresset Asset Management opened a new position in American Financial Group (AFG) in Q2 2026: 19,823 shares worth $2.77M. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in AFG as recently as Q3 2024.

Cresset Asset Management first reported a position in AFG in Q4 2018 and has held it in 8 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Cresset Asset Management held 19,823 shares of American Financial Group worth $2.77M as of Q2 2026.
American Financial Group was a new Cresset Asset Management position in Q2 2026.
American Financial Group made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #570 holding.
Cresset Asset Management first reported a position in American Financial Group in Q4 2018 and has held it in 8 quarters since.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.