Curio Wealth’s American Financial Group AFG Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$255	–	106
2026 Q1	$255	Buy	+2	New	+$260	﹤0.01%	687

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 $3.38T AUM 44.17% 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

Curio Wealth's AFG Position: Q2 2026 in Review

Curio Wealth sold out of American Financial Group (AFG) in Q2 2026, closing a stake of 2 shares — an estimated $255 sold.

Curio Wealth first reported a position in AFG in Q1 2026 and held it in 1 quarter. The position peaked at $255 in Q1 2026. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Curio Wealth reported no remaining American Financial Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 American Financial Group shares in Q2 2026, an estimated $255.
Curio Wealth first reported a position in American Financial Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's American Financial Group position peaked at $255 in Q1 2026.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.