CVA Family Office’s American Financial Group AFG Stock Holding History

CVA Family Office’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	$21.7K	Buy	155 +17	+12%	+$2.25K	﹤0.01%	795
2026 Q1	$17.6K	Buy	138 +124	+886%	+$16.1K	﹤0.01%	834
2025 Q4	$1.91K	Buy	14 +4	+40%	+$549	﹤0.01%	1002
2025 Q3	$1.46K	Hold	10	–	–	﹤0.01%	1053
2025 Q2	$1.26K	Hold	10	–	–	﹤0.01%	1053
2025 Q1	$1.31K	Sell	10 -4	-29%	-$516	﹤0.01%	1061
2024 Q4	$1.92K	Hold	14	–	–	﹤0.01%	998
2024 Q3	$1.88K	Sell	14 -13	-48%	-$1.69K	﹤0.01%	987
2024 Q2	$3.32K	Buy	27 +17	+170%	+$2.19K	﹤0.01%	886
2024 Q1	$1.36K	Hold	10	–	–	﹤0.01%	969
2023 Q4	$1.19K	Buy	+10	New	+$1.13K	﹤0.01%	964
2023 Q3	–	Sell	-10	Closed	-$1.19K	–	239
2023 Q2	$1.19K	Hold	10	–	–	﹤0.01%	918
2023 Q1	$1.22K	Sell	10 -15	-60%	-$1.98K	﹤0.01%	887
2022 Q4	$3.43K	Hold	25	–	–	﹤0.01%	776
2022 Q3	$3K	Sell	25 -10	-29%	-$1.31K	﹤0.01%	764
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	735
2022 Q1	$5K	Buy	35 +10	+40%	+$1.36K	﹤0.01%	760
2021 Q4	$3K	Buy	+25	New	+$3.44K	﹤0.01%	793
2021 Q3	–	Sell	-10	Closed	-$1K	–	367
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	903
2021 Q1	$1K	Buy	+10	New	+$1.03K	﹤0.01%	736

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

CVA Family Office's AFG Position: Q2 2026 in Review

CVA Family Office increased its American Financial Group (AFG) stake by 12% in Q2 2026, buying an estimated $2.25K and bringing the position to 155 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

CVA Family Office first reported a position in AFG in Q1 2021 and has held it in 20 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

CVA Family Office held 155 shares of American Financial Group worth $21.7K as of Q2 2026.
CVA Family Office bought 17 American Financial Group shares in Q2 2026, an estimated $2.25K.
American Financial Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #795 holding.
CVA Family Office first reported a position in American Financial Group in Q1 2021 and has held it in 20 quarters since.
517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.