EF
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Empowered Funds’s American Financial Group AFG Stock Holding History

Empowered Funds’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 		$2.21M Buy
+15,812
New +$2.1M 0.01% 1139
2025
Q3 		– Sell
-14,171
Closed -$1.79M – 1817
2025
Q2 		$1.79M Sell
14,171
-3,967
-22% -$496K 0.02% 878
2025
Q1 		$2.38M Sell
18,138
-15,913
-47% -$2.05M 0.03% 662
2024
Q4 		$4.66M Buy
34,051
+4,966
+17% +$683K 0.07% 396
2024
Q3 		$3.91M Buy
29,085
+2,855
+11% +$370K 0.06% 433
2024
Q2 		$3.23M Buy
26,230
+3,056
+13% +$393K 0.06% 457
2024
Q1 		$3.16M Buy
23,174
+1,919
+9% +$239K 0.06% 443
2023
Q4 		$2.53M Buy
21,255
+10,259
+93% +$1.16M 0.06% 435
2023
Q3 		$1.23M Buy
10,996
+3,940
+56% +$455K 0.04% 598
2023
Q2 		$838K Buy
7,056
+2,682
+61% +$316K 0.03% 661
2023
Q1 		$531K Buy
4,374
+65
+2% +$8.57K 0.03% 389
2022
Q4 		$592K Buy
4,309
+421
+11% +$57.7K 0.04% 341
2022
Q3 		$478K Buy
+3,888
New +$510K 0.05% 255
2022
Q2 		– Sell
-12,473
Closed -$1.82M – 268
2022
Q1 		$1.82M Buy
+12,473
New +$1.7M 0.2% 132
2021
Q4 		– Sell
-12,588
Closed -$1.58M – 240
2021
Q3 		$1.58M Buy
+12,588
New +$1.64M 0.2% 121

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

Empowered Funds's AFG Position: Q2 2026 in Review

Empowered Funds opened a new position in American Financial Group (AFG) in Q2 2026: 15,812 shares worth $2.21M. The stake represents 0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AFG as recently as Q2 2025.

Empowered Funds first reported a position in AFG in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.66M in Q4 2024. 516 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Empowered Funds held 15,812 shares of American Financial Group worth $2.21M as of Q2 2026.
  • American Financial Group was a new Empowered Funds position in Q2 2026.
  • American Financial Group made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1139 holding.
  • Empowered Funds first reported a position in American Financial Group in Q3 2021 and has held it in 15 quarters since.
  • Empowered Funds's American Financial Group position peaked at $4.66M in Q4 2024.
  • 516 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.