Daymark Wealth Partners’s American Financial Group AFG Stock Holding History

Daymark Wealth Partners’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	$620K	Buy	4,428 +342	+8%	+$45.4K	0.02%	429
2026 Q1	$522K	Buy	4,086 +546	+15%	+$70.9K	0.02%	412
2025 Q4	$484K	Buy	3,540 +52	+1%	+$7.13K	0.02%	403
2025 Q3	$508K	Hold	3,488	–	–	0.02%	373
2025 Q2	$440K	Hold	3,488	–	–	0.02%	377
2025 Q1	$458K	Hold	3,488	–	–	0.02%	339
2024 Q4	$478K	Hold	3,488	–	–	0.02%	328
2024 Q3	$469K	Hold	3,488	–	–	0.02%	343
2024 Q2	$429K	Hold	3,488	–	–	0.02%	343
2024 Q1	$476K	Hold	3,488	–	–	0.03%	271
2023 Q4	$415K	Hold	3,488	–	–	0.03%	274
2023 Q3	$390K	Buy	3,488 +738	+27%	+$85.2K	0.03%	267
2023 Q2	$327K	Buy	+2,750	New	+$324K	0.02%	285

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

Daymark Wealth Partners's AFG Position: Q2 2026 in Review

Daymark Wealth Partners increased its American Financial Group (AFG) stake by 8.4% in Q2 2026, buying an estimated $45.4K and bringing the position to 4,428 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #429.

Daymark Wealth Partners first reported a position in AFG in Q2 2023 and has held it in 13 quarters since. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Daymark Wealth Partners held 4,428 shares of American Financial Group worth $620K as of Q2 2026.
Daymark Wealth Partners bought 342 American Financial Group shares in Q2 2026, an estimated $45.4K.
American Financial Group made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #429 holding.
Daymark Wealth Partners first reported a position in American Financial Group in Q2 2023 and has held it in 13 quarters since.
516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.