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Custom Index Systems’s American Financial Group AFG Stock Holding History

Custom Index Systems’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 		$558K Buy
3,985
+482
+14% +$63.9K 0.2% 130
2026
Q1 		$447K Buy
3,503
+710
+25% +$92.2K 0.19% 147
2025
Q4 		$382K Sell
2,793
-2,580
-48% -$354K 0.17% 164
2025
Q3 		$783K Sell
5,373
-5,583
-51% -$741K 0.23% 119
2025
Q2 		$1.38M Buy
10,956
+480
+5% +$60.1K 0.66% 33
2025
Q1 		$1.38M Buy
10,476
+609
+6% +$78.6K 0.7% 25
2024
Q4 		$1.35M Buy
9,867
+476
+5% +$65.5K 0.73% 32
2024
Q3 		$1.26M Buy
9,391
+3,844
+69% +$498K 0.68% 28
2024
Q2 		$682K Sell
5,547
-580
-9% -$74.6K 0.39% 53
2024
Q1 		$836K Buy
6,127
+3,507
+134% +$437K 0.48% 46
2023
Q4 		$311K Buy
+2,620
New +$295K 0.19% 162

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

Custom Index Systems's AFG Position: Q2 2026 in Review

Custom Index Systems increased its American Financial Group (AFG) stake by 14% in Q2 2026, buying an estimated $63.9K and bringing the position to 3,985 shares worth $558K. The position accounts for 0.2% of the portfolio, ranked #130.

Custom Index Systems first reported a position in AFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2025. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Custom Index Systems held 3,985 shares of American Financial Group worth $558K as of Q2 2026.
  • Custom Index Systems bought 482 American Financial Group shares in Q2 2026, an estimated $63.9K.
  • American Financial Group made up 0.2% of Custom Index Systems's portfolio in Q2 2026, its #130 holding.
  • Custom Index Systems first reported a position in American Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's American Financial Group position peaked at $1.38M in Q2 2025.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.