CI
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CX Institutional’s American Financial Group AFG Stock Holding History

CX Institutional’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 		$150K Sell
1,074
-125
-10% -$16.6K ﹤0.01% 794
2026
Q1 		$153K Sell
1,199
-2,137
-64% -$278K ﹤0.01% 781
2025
Q4 		$456K Buy
3,336
+160
+5% +$22K 0.01% 448
2025
Q3 		$463K Buy
3,176
+337
+12% +$44.7K 0.01% 454
2025
Q2 		$358K Buy
2,839
+122
+4% +$15.3K 0.01% 455
2025
Q1 		$357K Buy
+2,717
New +$351K 0.01% 443
2022
Q3 		– Sell
-13
Closed -$2K – 466
2022
Q2 		$2K Buy
+13
New +$1.83K ﹤0.01% 1083
2021
Q4 		– Sell
-11
Closed -$1K – 346
2021
Q3 		$1K Hold
11
– – ﹤0.01% 926
2021
Q2 		$1K Hold
11
– – ﹤0.01% 924
2021
Q1 		$1K Hold
11
– – ﹤0.01% 846
2020
Q4 		$1K Buy
+11
New +$902 ﹤0.01% 836
2020
Q3 		– Sell
-11
Closed -$1K – 874
2020
Q2 		$1K Buy
+11
New +$709 ﹤0.01% 782
2019
Q4 		– Sell
-27
Closed -$3K – 730
2019
Q3 		$3K Sell
27
-683
-96% -$70.7K ﹤0.01% 654
2019
Q2 		$73K Hold
710
– – 0.01% 297
2019
Q1 		$68K Sell
710
-36,185
-98% -$3.46M 0.01% 309
2018
Q4 		$3.34M Buy
36,895
+14,031
+61% +$1.41M 0.71% 39
2018
Q3 		$2.54M Buy
22,864
+450
+2% +$50.1K 0.84% 42
2018
Q2 		$2.41M Buy
+22,414
New +$2.48M 0.89% 41

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

CX Institutional's AFG Position: Q2 2026 in Review

CX Institutional reduced its American Financial Group (AFG) stake by 10% in Q2 2026, selling an estimated $16.6K and leaving 1,074 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

CX Institutional first reported a position in AFG in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.34M in Q4 2018. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • CX Institutional held 1,074 shares of American Financial Group worth $150K as of Q2 2026.
  • CX Institutional sold 125 American Financial Group shares in Q2 2026, an estimated $16.6K.
  • American Financial Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #794 holding.
  • CX Institutional first reported a position in American Financial Group in Q2 2018 and has held it in 18 quarters since.
  • CX Institutional's American Financial Group position peaked at $3.34M in Q4 2018.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.